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Avion Wealth’s Iron Mountain IRM Stock Holding History

Avion 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
Q2 		$86K Buy
683
+28
+4% +$3.43K 0.02% 183
2026
Q1 		$66K Buy
655
+25
+4% +$2.49K 0.01% 186
2025
Q4 		$52K Sell
630
-103
-14% -$9.64K 0.01% 200
2025
Q3 		$74K Sell
733
-9
-1% -$867 0.02% 180
2025
Q2 		$76K Buy
742
+43
+6% +$4.05K 0.02% 166
2025
Q1 		$73K Hold
699
– – 0.02% 153
2024
Q4 		$73K Sell
699
-213
-23% -$25K 0.02% 153
2024
Q3 		$108K Sell
912
-114
-11% -$12.2K 0.03% 117
2024
Q2 		$91K Sell
1,026
-45
-4% -$3.64K 0.03% 125
2024
Q1 		$86K Buy
1,071
+17
+2% +$1.23K 0.02% 127
2023
Q4 		$74K Sell
1,054
-34
-3% -$2.13K 0.02% 131
2023
Q3 		$64K Sell
1,088
-181
-14% -$11.1K 0.02% 135
2023
Q2 		$72K Hold
1,269
– – 0.02% 133
2023
Q1 		$63K Hold
1,269
– – 0.02% 133
2022
Q4 		$55K Hold
1,269
– – 0.02% 139
2022
Q3 		$56K Buy
1,269
+300
+31% +$15.2K 0.02% 138
2022
Q2 		$47K Hold
969
– – 0.01% 147
2022
Q1 		$54K Hold
969
– – 0.02% 123
2021
Q4 		$51K Sell
969
-200
-17% -$9.45K 0.01% 126
2021
Q3 		$51K Buy
1,169
+100
+9% +$4.5K 0.02% 126
2021
Q2 		$45K Buy
+1,069
New +$44.8K 0.01% 132

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

Avion Wealth's IRM Position: Q2 2026 in Review

Avion Wealth increased its Iron Mountain (IRM) stake by 4.3% in Q2 2026, buying an estimated $3.43K and bringing the position to 683 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #183.

Avion Wealth first reported a position in IRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $108K in Q3 2024. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Avion Wealth held 683 shares of Iron Mountain worth $86K as of Q2 2026.
  • Avion Wealth bought 28 Iron Mountain shares in Q2 2026, an estimated $3.43K.
  • Iron Mountain made up 0.02% of Avion Wealth's portfolio in Q2 2026, its #183 holding.
  • Avion Wealth first reported a position in Iron Mountain in Q2 2021 and has held it in 21 quarters since.
  • Avion Wealth's Iron Mountain position peaked at $108K in Q3 2024.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.