Asset Planning Inc’s Iron Mountain IRM Stock Holding History

Asset Planning Inc’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 Q1	$306K	Hold	3,000	–	–	0.22%	61
2025 Q4	$249K	Hold	3,000	–	–	0.17%	75
2025 Q3	$306K	Hold	3,000	–	–	0.22%	67
2025 Q2	$308K	Hold	3,000	–	–	0.23%	67
2025 Q1	$258K	Hold	3,000	–	–	0.2%	69
2024 Q4	$315K	Buy	+3,000	New	+$352K	0.24%	64

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Asset Planning Inc's IRM Position: Q1 2026 in Review

Asset Planning Inc held its Iron Mountain (IRM) position steady in Q1 2026 at 3,000 shares worth $306K. The position accounts for 0.22% of the portfolio, ranked #61.

Asset Planning Inc first reported a position in IRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $315K in Q4 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Asset Planning Inc held 3,000 shares of Iron Mountain worth $306K as of Q1 2026.
Asset Planning Inc left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.22% of Asset Planning Inc's portfolio in Q1 2026, its #61 holding.
Asset Planning Inc first reported a position in Iron Mountain in Q4 2024 and has held it in 6 quarters since.
Asset Planning Inc's Iron Mountain position peaked at $315K in Q4 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.