Next Level Wealth Planning’s Iron Mountain IRM Stock Holding History

Next Level Wealth Planning’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	$69.7K	Buy	+628	New	+$75.2K	0.03%	142

Other funds holding IRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Next Level Wealth Planning's IRM Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Iron Mountain (IRM) in Q3 2026: 628 shares worth $69.7K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings.

617 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Next Level Wealth Planning held 628 shares of Iron Mountain worth $69.7K as of Q3 2026.
Iron Mountain was a new Next Level Wealth Planning position in Q3 2026.
Iron Mountain made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #142 holding.
617 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.