AWE
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Avidian Wealth Enterprises’s Iron Mountain IRM Stock Holding History

Avidian Wealth Enterprises’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 		$297K Buy
2,354
+126
+6% +$15.4K 0.01% 602
2026
Q1 		$228K Buy
+2,228
New +$222K 0.01% 615
2025
Q4 		– Sell
-2,179
Closed -$222K – 590
2025
Q3 		$222K Buy
2,179
+71
+3% +$6.84K 0.01% 539
2025
Q2 		$216K Buy
+2,108
New +$199K 0.01% 511
2024
Q4 		– Sell
-1,873
Closed -$223K – 524
2024
Q3 		$223K Buy
+1,873
New +$200K 0.01% 462

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

Avidian Wealth Enterprises's IRM Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Iron Mountain (IRM) stake by 5.7% in Q2 2026, buying an estimated $15.4K and bringing the position to 2,354 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #602.

Avidian Wealth Enterprises first reported a position in IRM in Q3 2024 and has held it in 5 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Avidian Wealth Enterprises held 2,354 shares of Iron Mountain worth $297K as of Q2 2026.
  • Avidian Wealth Enterprises bought 126 Iron Mountain shares in Q2 2026, an estimated $15.4K.
  • Iron Mountain made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #602 holding.
  • Avidian Wealth Enterprises first reported a position in Iron Mountain in Q3 2024 and has held it in 5 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.