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Axis Wealth Partners’s Iron Mountain IRM Stock Holding History

Axis Wealth Partners’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 		$511K Buy
4,049
+2
+0% +$245 0.25% 103
2026
Q1 		$413K Buy
4,047
+16
+0.4% +$1.59K 0.22% 116
2025
Q4 		$334K Sell
4,031
-7
-0.2% -$655 0.18% 126
2025
Q3 		$412K Buy
4,038
+13
+0.3% +$1.25K 0.24% 110
2025
Q2 		$413K Buy
4,025
+5
+0.1% +$471 0.27% 100
2025
Q1 		$346K Buy
4,020
+3
+0.1% +$289 0.26% 101
2024
Q4 		$422K Buy
+4,017
New +$472K 0.36% 85

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

Axis Wealth Partners's IRM Position: Q2 2026 in Review

Axis Wealth Partners increased its Iron Mountain (IRM) stake by 0.05% in Q2 2026, buying an estimated $245 and bringing the position to 4,049 shares worth $511K. The position accounts for 0.25% of the portfolio, ranked #103.

Axis Wealth Partners first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Axis Wealth Partners held 4,049 shares of Iron Mountain worth $511K as of Q2 2026.
  • Axis Wealth Partners bought 2 Iron Mountain shares in Q2 2026, an estimated $245.
  • Iron Mountain made up 0.25% of Axis Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Axis Wealth Partners first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.