Atlantic Private Wealth’s Iron Mountain IRM Stock Holding History

Atlantic Private Wealth’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	$19.5K	Buy	154 +1	+0.7%	+$123	0.01%	171
2026 Q1	$15.6K	Buy	153 +2	+1%	+$199	0.01%	184
2025 Q4	$12.5K	Buy	151 +1	+0.7%	+$94	0.01%	189
2025 Q3	$15.3K	Buy	+150	New	+$14.5K	0.01%	165
2023 Q2	–	Sell	-10,852	Closed	-$574K	–	109
2023 Q1	$574K	Hold	10,852	–	–	0.6%	18
2022 Q4	$541K	Hold	10,852	–	–	0.58%	21
2022 Q3	$477K	Buy	+10,852	New	+$548K	0.54%	21

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atlantic Private Wealth's IRM Position: Q2 2026 in Review

Atlantic Private Wealth increased its Iron Mountain (IRM) stake by 0.65% in Q2 2026, buying an estimated $123 and bringing the position to 154 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #171.

Atlantic Private Wealth first reported a position in IRM in Q3 2022 and has held it in 7 quarters since. The position peaked at $574K in Q1 2023. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Atlantic Private Wealth held 154 shares of Iron Mountain worth $19.5K as of Q2 2026.
Atlantic Private Wealth bought 1 Iron Mountain share in Q2 2026, an estimated $123.
Iron Mountain made up 0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #171 holding.
Atlantic Private Wealth first reported a position in Iron Mountain in Q3 2022 and has held it in 7 quarters since.
Atlantic Private Wealth's Iron Mountain position peaked at $574K in Q1 2023.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.