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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ashton Thomas Private Wealth's IRM Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Iron Mountain (IRM) stake by 3% in Q2 2026, buying an estimated $11K and bringing the position to 3,078 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #881.

Ashton Thomas Private Wealth first reported a position in IRM in Q2 2024 and has held it in 4 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Ashton Thomas Private Wealth held 3,078 shares of Iron Mountain worth $389K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 90 Iron Mountain shares in Q2 2026, an estimated $11K.
  • Iron Mountain made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #881 holding.
  • Ashton Thomas Private Wealth first reported a position in Iron Mountain in Q2 2024 and has held it in 4 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.