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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
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
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

Atlantic Private Wealth's IRM Position: Q1 2026 in Review

Atlantic Private Wealth increased its Iron Mountain (IRM) stake by 1.3% in Q1 2026, buying an estimated $199 and bringing the position to 153 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #184.

Atlantic Private Wealth first reported a position in IRM in Q3 2022 and has held it in 6 quarters since. The position peaked at $574K in Q1 2023. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Atlantic Private Wealth held 153 shares of Iron Mountain worth $15.6K as of Q1 2026.
  • Atlantic Private Wealth bought 2 Iron Mountain shares in Q1 2026, an estimated $199.
  • Iron Mountain made up 0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #184 holding.
  • Atlantic Private Wealth first reported a position in Iron Mountain in Q3 2022 and has held it in 6 quarters since.
  • Atlantic Private Wealth's Iron Mountain position peaked at $574K in Q1 2023.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.