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Augustine Asset Management’s Iron Mountain IRM Stock Holding History

Augustine Asset Management’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 		$543K Sell
4,297
-315
-7% -$38.6K 0.11% 69
2026
Q1 		$471K Buy
4,612
+16
+0.3% +$1.59K 0.11% 71
2025
Q4 		$381K Sell
4,596
-204
-4% -$19.1K 0.08% 73
2025
Q3 		$489K Sell
4,800
-47
-1% -$4.53K 0.1% 69
2025
Q2 		$497K Sell
4,847
-331
-6% -$31.2K 0.13% 65
2025
Q1 		$446K Buy
5,178
+201
+4% +$19.4K 0.13% 65
2024
Q4 		$523K Sell
4,977
-347
-7% -$40.8K 0.14% 59
2024
Q3 		$633K Buy
5,324
+10
+0.2% +$1.07K 0.22% 54
2024
Q2 		$476K Buy
5,314
+160
+3% +$12.9K 0.18% 54
2024
Q1 		$413K Sell
5,154
-1,022
-17% -$74K 0.17% 60
2023
Q4 		$432K Sell
6,176
-1,041
-14% -$65.3K 0.19% 54
2023
Q3 		$429K Sell
7,217
-78
-1% -$4.77K 0.2% 63
2023
Q2 		$415K Sell
7,295
-115
-2% -$6.29K 0.19% 65
2023
Q1 		$392K Buy
7,410
+251
+4% +$13.2K 0.19% 69
2022
Q4 		$357K Sell
7,159
-97
-1% -$4.9K 0.2% 73
2022
Q3 		$319K Sell
7,256
-122
-2% -$6.16K 0.21% 60
2022
Q2 		$359K Sell
7,378
-1,339
-15% -$70.5K 0.22% 56
2022
Q1 		$483K Sell
8,717
-8
-0.1% -$381 0.24% 48
2021
Q4 		$457K Buy
8,725
+277
+3% +$13.1K 0.22% 47
2021
Q3 		$367K Sell
8,448
-95
-1% -$4.28K 0.2% 59
2021
Q2 		$362K Buy
+8,543
New +$358K 0.19% 62

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

Augustine Asset Management's IRM Position: Q2 2026 in Review

Augustine Asset Management reduced its Iron Mountain (IRM) stake by 6.8% in Q2 2026, selling an estimated $38.6K and leaving 4,297 shares worth $543K. The position accounts for 0.11% of the portfolio, ranked #69.

Augustine Asset Management first reported a position in IRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $633K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Augustine Asset Management held 4,297 shares of Iron Mountain worth $543K as of Q2 2026.
  • Augustine Asset Management sold 315 Iron Mountain shares in Q2 2026, an estimated $38.6K.
  • Iron Mountain made up 0.11% of Augustine Asset Management's portfolio in Q2 2026, its #69 holding.
  • Augustine Asset Management first reported a position in Iron Mountain in Q2 2021 and has held it in 21 quarters since.
  • Augustine Asset Management's Iron Mountain position peaked at $633K in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Augustine Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.