PWM
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Proathlete Wealth Management’s Iron Mountain IRM Stock Holding History

Proathlete 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 		$388 Hold
3
– – ﹤0.01% 287
2026
Q1 		$311 Hold
3
– – ﹤0.01% 283
2025
Q4 		$250 Hold
3
– – ﹤0.01% 300
2025
Q3 		$305 Buy
+3
New +$289 ﹤0.01% 218

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

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

Proathlete Wealth Management held its Iron Mountain (IRM) position steady in Q2 2026 at 3 shares worth $388. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Proathlete Wealth Management first reported a position in IRM in Q3 2025 and has held it in 4 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Proathlete Wealth Management held 3 shares of Iron Mountain worth $388 as of Q2 2026.
  • Proathlete Wealth Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Proathlete Wealth Management first reported a position in Iron Mountain in Q3 2025 and has held it in 4 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.