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Adell Harriman & Carpenter’s Iron Mountain IRM Stock Holding History

Adell Harriman & Carpenter’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 		$32.3M Buy
315,817
+1,200
+0.4% +$119K 1.97% 14
2025
Q4 		$26.1M Sell
314,617
-11,698
-4% -$1.09M 1.56% 18
2025
Q3 		$33.3M Buy
326,315
+2,015
+0.6% +$194K 2.02% 15
2025
Q2 		$33.3M Buy
324,300
+2,466
+0.8% +$232K 2.21% 13
2025
Q1 		$27.7M Sell
321,834
-7,995
-2% -$770K 2.09% 14
2024
Q4 		$34.7M Buy
329,829
+1,459
+0.4% +$171K 2.41% 12
2024
Q3 		$39M Sell
328,370
-4,305
-1% -$460K 2.84% 6
2024
Q2 		$29.8M Buy
332,675
+5,117
+2% +$414K 2.3% 10
2024
Q1 		$26.3M Buy
327,558
+2,560
+0.8% +$185K 2.16% 11
2023
Q4 		$22.7M Sell
324,998
-633
-0.2% -$39.7K 2.1% 12
2023
Q3 		$19.4M Buy
325,631
+4,520
+1% +$276K 2.01% 14
2023
Q2 		$18.4M Sell
321,111
-3,765
-1% -$206K 1.87% 12
2023
Q1 		$17.2M Buy
324,876
+4,490
+1% +$235K 1.85% 14
2022
Q4 		$16M Buy
320,386
+13,093
+4% +$661K 1.84% 12
2022
Q3 		$13.5M Buy
307,293
+14,095
+5% +$712K 1.64% 18
2022
Q2 		$14.3M Buy
293,198
+9,925
+4% +$522K 1.75% 17
2022
Q1 		$15.7M Sell
283,273
-2,787
-1% -$133K 1.53% 18
2021
Q4 		$15M Buy
286,060
+8,515
+3% +$402K 1.39% 24
2021
Q3 		$12.1M Buy
277,545
+275
+0.1% +$12.4K 1.26% 24
2021
Q2 		$11.7M Buy
277,270
+6,695
+2% +$281K 1.24% 27
2021
Q1 		$10M Buy
270,575
+10,910
+4% +$365K 1.21% 25
2020
Q4 		$7.65M Buy
259,665
+27,215
+12% +$755K 1.01% 32
2020
Q3 		$6.23M Buy
232,450
+77,145
+50% +$2.2M 0.93% 36
2020
Q2 		$4.05M Buy
155,305
+80,475
+108% +$2.03M 0.69% 48
2020
Q1 		$1.78M Sell
74,830
-2,120
-3% -$64.2K 0.38% 68
2019
Q4 		$2.45M Buy
76,950
+4,800
+7% +$157K 0.4% 70
2019
Q3 		$2.34M Buy
72,150
+53,050
+278% +$1.67M 0.42% 70
2019
Q2 		$598K Buy
19,100
+3,600
+23% +$118K 0.11% 98
2019
Q1 		$550K Buy
15,500
+1,800
+13% +$63.6K 0.11% 100
2018
Q4 		$444K Buy
13,700
+1,300
+10% +$42.6K 0.1% 118
2018
Q3 		$428K Sell
12,400
-400
-3% -$14.2K 0.08% 119
2018
Q2 		$448K Sell
12,800
-2,100
-14% -$70.9K 0.09% 119
2018
Q1 		$490K Sell
14,900
-2,000
-12% -$67.4K 0.1% 114
2017
Q4 		$638K Sell
16,900
-600
-3% -$23.8K 0.13% 100
2017
Q3 		$681K Buy
17,500
+1,200
+7% +$44.8K 0.15% 97
2017
Q2 		$560K Buy
+16,300
New +$570K 0.13% 102

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

Adell Harriman & Carpenter's IRM Position: Q1 2026 in Review

Adell Harriman & Carpenter increased its Iron Mountain (IRM) stake by 0.38% in Q1 2026, buying an estimated $119K and bringing the position to 315,817 shares worth $32.3M. The position accounts for 1.97% of the portfolio, ranked #14.

Adell Harriman & Carpenter first reported a position in IRM in Q2 2017 and has held it in 36 quarters since. The position peaked at $39M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Adell Harriman & Carpenter held 315,817 shares of Iron Mountain worth $32.3M as of Q1 2026.
  • Adell Harriman & Carpenter bought 1,200 Iron Mountain shares in Q1 2026, an estimated $119K.
  • Iron Mountain made up 1.97% of Adell Harriman & Carpenter's portfolio in Q1 2026, its #14 holding.
  • Adell Harriman & Carpenter first reported a position in Iron Mountain in Q2 2017 and has held it in 36 quarters since.
  • Adell Harriman & Carpenter's Iron Mountain position peaked at $39M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.