Asset Planning Inc
IRM icon

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
Q3 		$333K Hold
3,000
– – 0.22% 63
2026
Q2 		$379K Hold
3,000
– – 0.25% 62
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

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Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 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

Asset Planning Inc's IRM Position: Q3 2026 in Review

Asset Planning Inc held its Iron Mountain (IRM) position steady in Q3 2026 at 3,000 shares worth $333K. The position accounts for 0.22% of the portfolio, ranked #63.

Asset Planning Inc first reported a position in IRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $379K in Q2 2026. 404 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Asset Planning Inc held 3,000 shares of Iron Mountain worth $333K as of Q3 2026.
  • Asset Planning Inc left its Iron Mountain share count unchanged in Q3 2026.
  • Iron Mountain made up 0.22% of Asset Planning Inc's portfolio in Q3 2026, its #63 holding.
  • Asset Planning Inc first reported a position in Iron Mountain in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Iron Mountain position peaked at $379K in Q2 2026.
  • 404 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.