Adage Capital Partners
IRM icon

Adage Capital Partners’s Iron Mountain IRM Stock Holding History

Adage Capital Partners’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 		$60.3M Sell
590,052
-66,800
-10% -$6.65M 0.09% 222
2025
Q4 		$54.5M Buy
656,852
+103,432
+19% +$9.68M 0.08% 236
2025
Q3 		$56.4M Sell
553,420
-6,832
-1% -$658K 0.09% 214
2025
Q2 		$57.5M Buy
560,252
+242,200
+76% +$22.8M 0.1% 200
2025
Q1 		$27.4M Buy
318,052
+203,900
+179% +$19.6M 0.05% 347
2024
Q4 		$12M Sell
114,152
-62,300
-35% -$7.32M 0.02% 563
2024
Q3 		$21M Sell
176,452
-104,700
-37% -$11.2M 0.04% 436
2024
Q2 		$25.2M Sell
281,152
-5,200
-2% -$421K 0.05% 380
2024
Q1 		$23M Buy
286,352
+2,700
+1% +$195K 0.04% 410
2023
Q4 		$19.8M Sell
283,652
-6,500
-2% -$408K 0.04% 421
2023
Q3 		$17.2M Buy
290,152
+49,600
+21% +$3.03M 0.04% 427
2023
Q2 		$13.7M Buy
240,552
+74,500
+45% +$4.08M 0.03% 503
2023
Q1 		$8.79M Sell
166,052
-129,600
-44% -$6.79M 0.02% 638
2022
Q4 		$14.7M Sell
295,652
-500
-0.2% -$25.2K 0.04% 531
2022
Q3 		$13M Sell
296,152
-6,500
-2% -$328K 0.03% 567
2022
Q2 		$14.7M Buy
302,652
+300
+0.1% +$15.8K 0.03% 556
2022
Q1 		$16.8M Sell
302,352
-6,200
-2% -$295K 0.03% 545
2021
Q4 		$16.1M Buy
308,552
+8,200
+3% +$388K 0.03% 555
2021
Q3 		$13.1M Sell
300,352
-4,500
-1% -$203K 0.03% 617
2021
Q2 		$12.9M Sell
304,852
-7,500
-2% -$315K 0.03% 622
2021
Q1 		$11.6M Buy
312,352
+108,900
+54% +$3.64M 0.02% 633
2020
Q4 		$6M Sell
203,452
-53,500
-21% -$1.48M 0.01% 672
2020
Q3 		$6.88M Sell
256,952
-60,400
-19% -$1.72M 0.02% 581
2020
Q2 		$8.28M Sell
317,352
-5,400
-2% -$136K 0.02% 550
2020
Q1 		$7.68M Buy
322,752
+69,100
+27% +$2.09M 0.02% 512
2019
Q4 		$8.08M Sell
253,652
-40,900
-14% -$1.34M 0.02% 564
2019
Q3 		$9.54M Buy
294,552
+21,800
+8% +$685K 0.02% 526
2019
Q2 		$8.54M Sell
272,752
-75,400
-22% -$2.47M 0.02% 549
2019
Q1 		$12.3M Sell
348,152
-5,700
-2% -$201K 0.03% 488
2018
Q4 		$11.5M Sell
353,852
-17,400
-5% -$571K 0.03% 478
2018
Q3 		$12.8M Buy
371,252
+6,800
+2% +$242K 0.03% 511
2018
Q2 		$12.8M Sell
364,452
-10,600
-3% -$358K 0.03% 517
2018
Q1 		$12.3M Sell
375,052
-25,000
-6% -$842K 0.03% 511
2017
Q4 		$15.1M Buy
400,052
+23,100
+6% +$917K 0.03% 491
2017
Q3 		$14.7M Buy
376,952
+34,800
+10% +$1.3M 0.04% 484
2017
Q2 		$11.8M Sell
342,152
-5,400
-2% -$189K 0.03% 534
2017
Q1 		$12.4M Sell
347,552
-5,100
-1% -$181K 0.03% 502
2016
Q4 		$11.5M Sell
352,652
-4,800
-1% -$160K 0.03% 506
2016
Q3 		$13.4M Buy
357,452
+3,900
+1% +$150K 0.04% 461
2016
Q2 		$14.1M Buy
353,552
+78,600
+29% +$2.86M 0.04% 447
2016
Q1 		$9.32M Sell
274,952
-1,800
-0.7% -$51.7K 0.03% 537
2015
Q4 		$7.47M Sell
276,752
-7,300
-3% -$214K 0.02% 565
2015
Q3 		$8.81M Hold
284,052
– – 0.02% 552
2015
Q2 		$8.8M Hold
284,052
– – 0.02% 569
2015
Q1 		$10.4M Hold
284,052
– – 0.03% 547
2014
Q4 		$11M Buy
284,052
+49,052
+21% +$1.78M 0.03% 527
2014
Q3 		$7.67M Sell
235,000
-33,335
-12% -$1.08M 0.02% 569
2014
Q2 		$8.79M Sell
268,335
-4,436
-2% -$120K 0.02% 551
2014
Q1 		$6.95M Sell
272,771
-4,761
-2% -$122K 0.02% 557
2013
Q4 		$7.79M Hold
277,532
– – 0.02% 545
2013
Q3 		$6.93M Buy
277,532
+17,420
+7% +$442K 0.02% 546
2013
Q2 		$6.4M Buy
+260,112
New +$8.39M 0.02% 562

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Adage Capital Partners's IRM Position: Q1 2026 in Review

Adage Capital Partners reduced its Iron Mountain (IRM) stake by 10% in Q1 2026, selling an estimated $6.65M and leaving 590,052 shares worth $60.3M. The position accounts for 0.09% of the portfolio, ranked #222.

Adage Capital Partners first reported a position in IRM in Q2 2013 and has held it in 52 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Adage Capital Partners held 590,052 shares of Iron Mountain worth $60.3M as of Q1 2026.
  • Adage Capital Partners sold 66,800 Iron Mountain shares in Q1 2026, an estimated $6.65M.
  • Iron Mountain made up 0.09% of Adage Capital Partners's portfolio in Q1 2026, its #222 holding.
  • Adage Capital Partners first reported a position in Iron Mountain in Q2 2013 and has held it in 52 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.