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Asset Dedication LLC’s Iron Mountain IRM Stock Holding History

Asset Dedication 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
Q2 		$6.95K Buy
55
+30
+120% +$3.68K ﹤0.01% 847
2026
Q1 		$2.55K Sell
25
-60
-71% -$5.97K ﹤0.01% 946
2025
Q4 		$7.05K Hold
85
– – ﹤0.01% 841
2025
Q3 		$8.66K Hold
85
– – ﹤0.01% 819
2025
Q2 		$8.72K Hold
85
– – ﹤0.01% 837
2025
Q1 		$7.31K Hold
85
– – ﹤0.01% 811
2024
Q4 		$8.94K Sell
85
-100
-54% -$11.8K ﹤0.01% 776
2024
Q3 		$22K Buy
185
+125
+208% +$13.4K ﹤0.01% 669
2024
Q2 		$5.38K Hold
60
– – ﹤0.01% 911
2024
Q1 		$5K Hold
60
– – ﹤0.01% 786
2023
Q4 		$4K Hold
60
– – ﹤0.01% 833
2023
Q3 		$4K Buy
+60
New +$3.67K ﹤0.01% 822
2023
Q1 		– Sell
-5
Closed – – 1009
2022
Q4 		$0 Buy
+5
New +$252 ﹤0.01% 1059

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 Dedication LLC's IRM Position: Q2 2026 in Review

Asset Dedication LLC increased its Iron Mountain (IRM) stake by 120% in Q2 2026, buying an estimated $3.68K and bringing the position to 55 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Asset Dedication LLC first reported a position in IRM in Q4 2022 and has held it in 13 quarters since. The position peaked at $22K in Q3 2024. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Asset Dedication LLC held 55 shares of Iron Mountain worth $6.95K as of Q2 2026.
  • Asset Dedication LLC bought 30 Iron Mountain shares in Q2 2026, an estimated $3.68K.
  • Iron Mountain made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #847 holding.
  • Asset Dedication LLC first reported a position in Iron Mountain in Q4 2022 and has held it in 13 quarters since.
  • Asset Dedication LLC's Iron Mountain position peaked at $22K in Q3 2024.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.