Koshinski Asset Management
IRM icon

Koshinski Asset Management’s Iron Mountain IRM Stock Holding History

Koshinski Asset 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 		$452K Hold
3,579
– – 0.02% 487
2026
Q1 		$366K Sell
3,579
-484
-12% -$48.1K 0.02% 521
2025
Q4 		$337K Sell
4,063
-1,045
-20% -$97.8K 0.02% 528
2025
Q3 		$521K Buy
5,108
+98
+2% +$9.44K 0.04% 409
2025
Q2 		$514K Buy
5,010
+539
+12% +$50.8K 0.04% 393
2025
Q1 		$385K Buy
4,471
+59
+1% +$5.68K 0.03% 429
2024
Q4 		$464M Buy
4,412
+42
+1% +$4.93K 0.04% 389
2024
Q3 		$519K Buy
4,370
+34
+0.8% +$3.64K 0.04% 360
2024
Q2 		$404K Sell
4,336
-974
-18% -$78.8K 0.04% 397
2024
Q1 		$426K Buy
5,310
+1,135
+27% +$82.2K 0.04% 352
2023
Q4 		$292K Sell
4,175
-118
-3% -$7.4K 0.04% 402
2023
Q3 		$255K Buy
4,293
+188
+5% +$11.5K 0.03% 462
2023
Q2 		$233K Sell
4,105
-480
-10% -$26.3K 0.03% 514
2023
Q1 		$243K Sell
4,585
-143
-3% -$7.49K 0.02% 482
2022
Q4 		$236K Sell
4,728
-890
-16% -$44.9K 0.02% 527
2022
Q3 		$247K Buy
5,618
+810
+17% +$40.9K 0.03% 451
2022
Q2 		$234K Hold
4,808
– – 0.02% 517
2022
Q1 		$266K Sell
4,808
-12,533
-72% -$597K 0.02% 502
2021
Q4 		$907K Buy
17,341
+144
+0.8% +$6.81K 0.07% 277
2021
Q3 		$747K Buy
+17,197
New +$774K 0.07% 311

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

Koshinski Asset Management's IRM Position: Q2 2026 in Review

Koshinski Asset Management held its Iron Mountain (IRM) position steady in Q2 2026 at 3,579 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #487.

Koshinski Asset Management first reported a position in IRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $464M in Q4 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Koshinski Asset Management held 3,579 shares of Iron Mountain worth $452K as of Q2 2026.
  • Koshinski Asset Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #487 holding.
  • Koshinski Asset Management first reported a position in Iron Mountain in Q3 2021 and has held it in 20 quarters since.
  • Koshinski Asset Management's Iron Mountain position peaked at $464M in Q4 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.