AIM
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Aspen Investment Management’s Iron Mountain IRM Stock Holding History

Aspen Investment Management’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 		$618K Buy
4,891
+395
+9% +$48.4K 0.17% 123
2026
Q1 		$459K Buy
4,496
+154
+4% +$15.3K 0.14% 136
2025
Q4 		$360K Sell
4,342
-197
-4% -$18.4K 0.11% 151
2025
Q3 		$463K Buy
4,539
+4
+0.1% +$385 0.18% 114
2025
Q2 		$465K Buy
4,535
+4
+0.1% +$377 0.2% 111
2025
Q1 		$390K Buy
4,531
+402
+10% +$38.7K 0.18% 115
2024
Q4 		$434K Buy
4,129
+94
+2% +$11K 0.2% 105
2024
Q3 		$479K Buy
4,035
+775
+24% +$82.9K 0.22% 101
2024
Q2 		$292K Buy
3,260
+150
+5% +$12.1K 0.15% 128
2024
Q1 		$249K Buy
+3,110
New +$225K 0.13% 141

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

Aspen Investment Management's IRM Position: Q2 2026 in Review

Aspen Investment Management increased its Iron Mountain (IRM) stake by 8.8% in Q2 2026, buying an estimated $48.4K and bringing the position to 4,891 shares worth $618K. The position accounts for 0.17% of the portfolio, ranked #123.

Aspen Investment Management first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Aspen Investment Management held 4,891 shares of Iron Mountain worth $618K as of Q2 2026.
  • Aspen Investment Management bought 395 Iron Mountain shares in Q2 2026, an estimated $48.4K.
  • Iron Mountain made up 0.17% of Aspen Investment Management's portfolio in Q2 2026, its #123 holding.
  • Aspen Investment Management first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.