Ashton Thomas Private Wealth’s Iron Mountain IRM Stock Holding History

Ashton Thomas Private Wealth’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 Q3	$355K	Buy	3,196 +118	+4%	+$14.1K	0.01%	928
2026 Q2	$389K	Buy	3,078 +90	+3%	+$11K	0.01%	881
2026 Q1	$305K	Buy	+2,988	New	+$297K	0.01%	880
2024 Q4	–	Sell	-2,270	Closed	-$270K	–	792
2024 Q3	$270K	Buy	2,270 +651	+40%	+$69.6K	0.01%	531
2024 Q2	$145K	Buy	+1,619	New	+$131K	0.01%	658

Other funds holding IRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Ashton Thomas Private Wealth's IRM Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Iron Mountain (IRM) stake by 3.8% in Q3 2026, buying an estimated $14.1K and bringing the position to 3,196 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #928.

Ashton Thomas Private Wealth first reported a position in IRM in Q2 2024 and has held it in 5 quarters since. The position peaked at $389K in Q2 2026. 657 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Ashton Thomas Private Wealth held 3,196 shares of Iron Mountain worth $355K as of Q3 2026.
Ashton Thomas Private Wealth bought 118 Iron Mountain shares in Q3 2026, an estimated $14.1K.
Iron Mountain made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #928 holding.
Ashton Thomas Private Wealth first reported a position in Iron Mountain in Q2 2024 and has held it in 5 quarters since.
Ashton Thomas Private Wealth's Iron Mountain position peaked at $389K in Q2 2026.
657 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.