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Ascent Group’s Iron Mountain IRM Stock Holding History

Ascent Group’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$884K Buy
8,652
+1,024
+13% +$102K 0.03% 384
2025
Q4 		$633K Buy
7,628
+193
+3% +$18.1K 0.02% 451
2025
Q3 		$758K Buy
7,435
+640
+9% +$61.7K 0.03% 406
2025
Q2 		$697K Buy
+6,795
New +$641K 0.03% 403
2022
Q2 		– Sell
-4,051
Closed -$224K – 481
2022
Q1 		$224K Buy
+4,051
New +$193K 0.03% 426

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ascent Group's IRM Position: Q1 2026 in Review

Ascent Group increased its Iron Mountain (IRM) stake by 13% in Q1 2026, buying an estimated $102K and bringing the position to 8,652 shares worth $884K. The position accounts for 0.03% of the portfolio, ranked #384.

Ascent Group first reported a position in IRM in Q1 2022 and has held it in 5 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Ascent Group held 8,652 shares of Iron Mountain worth $884K as of Q1 2026.
  • Ascent Group bought 1,024 Iron Mountain shares in Q1 2026, an estimated $102K.
  • Iron Mountain made up 0.03% of Ascent Group's portfolio in Q1 2026, its #384 holding.
  • Ascent Group first reported a position in Iron Mountain in Q1 2022 and has held it in 5 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.