AWM
IRM icon

Avior Wealth Management’s Iron Mountain IRM Stock Holding History

Avior Wealth 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 		$836K Sell
6,615
-274
-4% -$33.6K 0.02% 397
2026
Q1 		$704K Buy
+6,889
New +$685K 0.02% 441
2025
Q1 		– Sell
-846
Closed -$88.9K – 1528
2024
Q4 		$88.9K Buy
846
+5
+0.6% +$587 ﹤0.01% 941
2024
Q3 		$99.9K Sell
841
-3,515
-81% -$376K ﹤0.01% 890
2024
Q2 		$390K Sell
4,356
-180
-4% -$14.6K 0.02% 500
2024
Q1 		$364K Buy
4,536
+316
+7% +$22.9K 0.02% 531
2023
Q4 		$295K Buy
4,220
+39
+0.9% +$2.45K 0.02% 453
2023
Q3 		$249K Buy
4,181
+35
+0.8% +$2.14K 0.02% 483
2023
Q2 		$236K Buy
4,146
+41
+1% +$2.24K 0.02% 498
2023
Q1 		$217K Buy
4,105
+3,338
+435% +$175K 0.01% 515
2022
Q4 		$38.2K Hold
767
– – ﹤0.01% 669
2022
Q3 		$33K Hold
767
– – ﹤0.01% 668
2022
Q2 		$37K Hold
767
– – ﹤0.01% 612
2022
Q1 		$42K Buy
767
+625
+440% +$29.8K ﹤0.01% 621
2021
Q4 		$7K Hold
142
– – ﹤0.01% 847
2021
Q3 		$6K Buy
142
+3
+2% +$135 ﹤0.01% 828
2021
Q2 		$5K Buy
139
+70
+101% +$2.94K ﹤0.01% 820
2021
Q1 		$2K Buy
69
+55
+393% +$1.84K ﹤0.01% 911
2020
Q4 		$0 Hold
14
– – ﹤0.01% 1029
2020
Q3 		$0 Hold
14
– – ﹤0.01% 974
2020
Q2 		$0 Hold
14
– – ﹤0.01% 947
2020
Q1 		$0 Hold
14
– – ﹤0.01% 834
2019
Q4 		$0 Hold
14
– – ﹤0.01% 827
2019
Q3 		$0 Hold
14
– – ﹤0.01% 818
2019
Q2 		$0 Buy
+14
New +$459 ﹤0.01% 853

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

Avior Wealth Management's IRM Position: Q2 2026 in Review

Avior Wealth Management reduced its Iron Mountain (IRM) stake by 4% in Q2 2026, selling an estimated $33.6K and leaving 6,615 shares worth $836K. The position accounts for 0.02% of the portfolio, ranked #397.

Avior Wealth Management first reported a position in IRM in Q2 2019 and has held it in 25 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Avior Wealth Management held 6,615 shares of Iron Mountain worth $836K as of Q2 2026.
  • Avior Wealth Management sold 274 Iron Mountain shares in Q2 2026, an estimated $33.6K.
  • Iron Mountain made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Avior Wealth Management first reported a position in Iron Mountain in Q2 2019 and has held it in 25 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.