AFG
IRM icon

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
Q2 		$1.89M Buy
14,936
+3,969
+36% +$487K 0.05% 287
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 $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

Atomi Financial Group's IRM Position: Q2 2026 in Review

Atomi Financial Group increased its Iron Mountain (IRM) stake by 36% in Q2 2026, buying an estimated $487K and bringing the position to 14,936 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #287.

Atomi Financial Group first reported a position in IRM in Q1 2023 and has held it in 11 quarters since. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Atomi Financial Group held 14,936 shares of Iron Mountain worth $1.89M as of Q2 2026.
  • Atomi Financial Group bought 3,969 Iron Mountain shares in Q2 2026, an estimated $487K.
  • Iron Mountain made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #287 holding.
  • Atomi Financial Group first reported a position in Iron Mountain in Q1 2023 and has held it in 11 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.