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Secure Asset Management’s Iron Mountain IRM Stock Holding History

Secure 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
Q1 		– Sell
-3,773
Closed -$313K – 353
2025
Q4 		$313K Sell
3,773
-165
-4% -$15.4K 0.05% 260
2025
Q3 		$403K Sell
3,938
-703
-15% -$67.7K 0.07% 210
2025
Q2 		$476K Buy
+4,641
New +$437K 0.09% 191
2025
Q1 		– Sell
-5,358
Closed -$563K – 339
2024
Q4 		$563K Buy
5,358
+127
+2% +$14.9K 0.09% 179
2024
Q3 		$622K Buy
5,231
+196
+4% +$21K 0.1% 162
2024
Q2 		$451K Buy
+5,035
New +$407K 0.09% 174
2020
Q3 		– Sell
-10,141
Closed -$265K – 156
2020
Q2 		$265K Buy
+10,141
New +$256K 0.19% 121

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 $3.38T AUM 44.17% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Secure Asset Management's IRM Position: Q1 2026 in Review

Secure Asset Management sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 3,773 shares — an estimated $313K sold.

Secure Asset Management first reported a position in IRM in Q2 2020 and held it in 7 quarters. The position peaked at $622K in Q3 2024. 1,091 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Secure Asset Management reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Secure Asset Management sold 3,773 Iron Mountain shares in Q1 2026, an estimated $313K.
  • Secure Asset Management first reported a position in Iron Mountain in Q2 2020 and held it in 7 quarters.
  • Secure Asset Management's Iron Mountain position peaked at $622K in Q3 2024.
  • 1,091 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.