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Atomi Financial Group’s Iron Mountain IRM Stock Holding History

Atomi Financial Group’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 		$1.12M Buy
10,967
+1,949
+22% +$194K 0.03% 397
2025
Q4 		$748K Buy
9,018
+4,950
+122% +$463K 0.02% 521
2025
Q3 		$415K Buy
4,068
+1,551
+62% +$149K 0.01% 724
2025
Q2 		$258K Buy
+2,517
New +$237K 0.01% 900
2025
Q1 		– Sell
-4,559
Closed -$479K – 1078
2024
Q4 		$479K Buy
4,559
+283
+7% +$33.3K 0.02% 501
2024
Q3 		$508K Buy
4,276
+396
+10% +$42.4K 0.03% 445
2024
Q2 		$348K Buy
3,880
+1,090
+39% +$88.2K 0.03% 530
2024
Q1 		$224K Buy
+2,790
New +$202K 0.02% 637
2023
Q3 		– Sell
-5,200
Closed -$295K – 364
2023
Q2 		$295K Hold
5,200
– – 0.13% 184
2023
Q1 		$275K Buy
+5,200
New +$272K 0.15% 164

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

Atomi Financial Group's IRM Position: Q1 2026 in Review

Atomi Financial Group increased its Iron Mountain (IRM) stake by 22% in Q1 2026, buying an estimated $194K and bringing the position to 10,967 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #397.

Atomi Financial Group first reported a position in IRM in Q1 2023 and has held it in 10 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Atomi Financial Group held 10,967 shares of Iron Mountain worth $1.12M as of Q1 2026.
  • Atomi Financial Group bought 1,949 Iron Mountain shares in Q1 2026, an estimated $194K.
  • Iron Mountain made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #397 holding.
  • Atomi Financial Group first reported a position in Iron Mountain in Q1 2023 and has held it in 10 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.