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Adams Diversified Equity Fund’s Iron Mountain IRM Stock Holding History

Adams Diversified Equity Fund’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 		$13M Buy
102,900
+22,100
+27% +$2.71M 0.4% 79
2026
Q1 		$8.25M Buy
+80,800
New +$8.04M 0.29% 89

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
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

Adams Diversified Equity Fund's IRM Position: Q2 2026 in Review

Adams Diversified Equity Fund increased its Iron Mountain (IRM) stake by 27% in Q2 2026, buying an estimated $2.71M and bringing the position to 102,900 shares worth $13M. The position accounts for 0.4% of the portfolio, ranked #79.

Adams Diversified Equity Fund first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Adams Diversified Equity Fund held 102,900 shares of Iron Mountain worth $13M as of Q2 2026.
  • Adams Diversified Equity Fund bought 22,100 Iron Mountain shares in Q2 2026, an estimated $2.71M.
  • Iron Mountain made up 0.4% of Adams Diversified Equity Fund's portfolio in Q2 2026, its #79 holding.
  • Adams Diversified Equity Fund first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2026, filed 22 Jul 2026.