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Asset Advisory Group’s Iron Mountain IRM Stock Holding History

Asset Advisory Group’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 		$234K Buy
+1,855
New +$227K 0.1% 114

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

Asset Advisory Group's IRM Position: Q2 2026 in Review

Asset Advisory Group opened a new position in Iron Mountain (IRM) in Q2 2026: 1,855 shares worth $234K. The stake represents 0.1% of the portfolio and ranks #114 among its holdings.

1,166 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Asset Advisory Group held 1,855 shares of Iron Mountain worth $234K as of Q2 2026.
  • Iron Mountain was a new Asset Advisory Group position in Q2 2026.
  • Iron Mountain made up 0.1% of Asset Advisory Group's portfolio in Q2 2026, its #114 holding.
  • 1,166 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.