Aspect Partners’s Iron Mountain IRM Stock Holding History

Aspect Partners’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	$1.22K	Sell	11 -1	-8%	-$120	﹤0.01%	561
2026 Q2	$1.52K	Sell	12 -17	-59%	-$2.08K	﹤0.01%	535
2026 Q1	$2.96K	Hold	29	–	–	﹤0.01%	433
2025 Q4	$2.4K	Hold	29	–	–	﹤0.01%	496
2025 Q3	$2.96K	Buy	29 +18	+164%	+$1.73K	﹤0.01%	487
2025 Q2	$1.13K	Hold	11	–	–	﹤0.01%	518
2025 Q1	$946	Sell	11 -3	-21%	-$289	﹤0.01%	504
2024 Q4	$1.47K	Hold	14	–	–	﹤0.01%	498
2024 Q3	$1.66K	Buy	14 +1	+8%	+$107	﹤0.01%	456
2024 Q2	$1.16K	Buy	13 +2	+18%	+$162	﹤0.01%	497
2024 Q1	$882	Buy	11 +3	+38%	+$217	﹤0.01%	493
2023 Q4	$560	Buy	+8	New	+$502	﹤0.01%	502

Other funds holding IRM

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Aspect Partners's IRM Position: Q3 2026 in Review

Aspect Partners reduced its Iron Mountain (IRM) stake by 8.3% in Q3 2026, selling an estimated $120 and leaving 11 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Aspect Partners first reported a position in IRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.96K in Q1 2026. 287 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Aspect Partners held 11 shares of Iron Mountain worth $1.22K as of Q3 2026.
Aspect Partners sold 1 Iron Mountain share in Q3 2026, an estimated $120.
Iron Mountain made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #561 holding.
Aspect Partners first reported a position in Iron Mountain in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Iron Mountain position peaked at $2.96K in Q1 2026.
287 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.