Empower Advisory Group
IRM icon

Empower Advisory Group’s Iron Mountain IRM Stock Holding History

Empower Advisory Group’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
Q3 		$240K Sell
2,160
-226
-9% -$27.1K ﹤0.01% 490
2026
Q2 		$301K Buy
2,386
+231
+11% +$28.3K ﹤0.01% 437
2026
Q1 		$220K Buy
+2,155
New +$214K ﹤0.01% 477
2025
Q1 		– Sell
-1,985
Closed -$209K – 506
2024
Q4 		$209K Sell
1,985
-90
-4% -$10.6K ﹤0.01% 479
2024
Q3 		$247K Sell
2,075
-1,078
-34% -$115K ﹤0.01% 441
2024
Q2 		$283K Sell
3,153
-540
-15% -$43.7K ﹤0.01% 411
2024
Q1 		$296K Buy
+3,693
New +$267K ﹤0.01% 410

Other funds holding IRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Empower Advisory Group's IRM Position: Q3 2026 in Review

Empower Advisory Group reduced its Iron Mountain (IRM) stake by 9.5% in Q3 2026, selling an estimated $27.1K and leaving 2,160 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Empower Advisory Group first reported a position in IRM in Q1 2024 and has held it in 7 quarters since. The position peaked at $301K in Q2 2026. 1,000 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Empower Advisory Group held 2,160 shares of Iron Mountain worth $240K as of Q3 2026.
  • Empower Advisory Group sold 226 Iron Mountain shares in Q3 2026, an estimated $27.1K.
  • Iron Mountain made up ﹤0.01% of Empower Advisory Group's portfolio in Q3 2026, its #490 holding.
  • Empower Advisory Group first reported a position in Iron Mountain in Q1 2024 and has held it in 7 quarters since.
  • Empower Advisory Group's Iron Mountain position peaked at $301K in Q2 2026.
  • 1,000 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Empower Advisory Group's 13F filing for Q3 2026, filed 13 Nov 2026.