Aspiriant LLC
IRM icon

Aspiriant LLC’s Iron Mountain IRM Stock Holding History

Aspiriant LLC’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 		$322K Buy
2,900
+433
+18% +$51.9K 0.01% 310
2026
Q2 		$312K Buy
2,467
+424
+21% +$52K 0.01% 312
2026
Q1 		$209K Buy
+2,043
New +$203K 0.01% 332

Other funds holding IRM

Vontobel Holding
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Aspiriant LLC's IRM Position: Q3 2026 in Review

Aspiriant LLC increased its Iron Mountain (IRM) stake by 18% in Q3 2026, buying an estimated $51.9K and bringing the position to 2,900 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #310.

Aspiriant LLC first reported a position in IRM in Q1 2026 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Aspiriant LLC held 2,900 shares of Iron Mountain worth $322K as of Q3 2026.
  • Aspiriant LLC bought 433 Iron Mountain shares in Q3 2026, an estimated $51.9K.
  • Iron Mountain made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #310 holding.
  • Aspiriant LLC first reported a position in Iron Mountain in Q1 2026 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.