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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
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

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 Planning Inc's IRM Position: Q2 2026 in Review

Asset Planning Inc held its Iron Mountain (IRM) position steady in Q2 2026 at 3,000 shares worth $379K. The position accounts for 0.25% of the portfolio, ranked #62.

Asset Planning Inc first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Asset Planning Inc held 3,000 shares of Iron Mountain worth $379K as of Q2 2026.
  • Asset Planning Inc left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.25% of Asset Planning Inc's portfolio in Q2 2026, its #62 holding.
  • Asset Planning Inc first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.