Axxcess Wealth Management’s Iron Mountain IRM Stock Holding History

Axxcess 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	$228K	Buy	+1,808	New	+$222K	﹤0.01%	962
2026 Q1	–	Sell	-8,086	Closed	-$671K	–	695
2025 Q4	$671K	Sell	8,086 -2,456	-23%	-$230K	0.01%	609
2025 Q3	$1.07M	Sell	10,542 -548	-5%	-$52.8K	0.02%	431
2025 Q2	$1.14M	Sell	11,090 -98	-0.9%	-$9.24K	0.03%	397
2025 Q1	$963K	Sell	11,188 -7,225	-39%	-$696K	0.03%	403
2024 Q4	$1.94M	Buy	18,413 +5,208	+39%	+$612K	0.05%	280
2024 Q3	$1.57M	Buy	13,205 +1,566	+13%	+$168K	0.04%	314
2024 Q2	$1.04M	Buy	+11,639	New	+$942K	0.03%	370

Other funds holding IRM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Iron Mountain (IRM) in Q2 2026: 1,808 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IRM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.94M in Q4 2024. 601 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Axxcess Wealth Management held 1,808 shares of Iron Mountain worth $228K as of Q2 2026.
Iron Mountain was a new Axxcess Wealth Management position in Q2 2026.
Iron Mountain made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #962 holding.
Axxcess Wealth Management first reported a position in Iron Mountain in Q2 2024 and has held it in 8 quarters since.
Axxcess Wealth Management's Iron Mountain position peaked at $1.94M in Q4 2024.
601 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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