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AssuredPartners Investment Advisors’s Iron Mountain IRM Stock Holding History

AssuredPartners Investment Advisors’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 		$245K Buy
+2,352
New +$234K 0.03% 352

Other funds holding IRM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AssuredPartners Investment Advisors's IRM Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Iron Mountain (IRM) in Q1 2026: 2,352 shares worth $245K. The stake represents 0.03% of the portfolio and ranks #352 among its holdings.

1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • AssuredPartners Investment Advisors held 2,352 shares of Iron Mountain worth $245K as of Q1 2026.
  • Iron Mountain was a new AssuredPartners Investment Advisors position in Q1 2026.
  • Iron Mountain made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #352 holding.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.