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Algert Global’s Iron Mountain IRM Stock Holding History

Algert Global’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 		$522K Buy
+4,130
New +$506K 0.01% 1063
2025
Q2 		– Sell
-31,523
Closed -$2.71M – 1253
2025
Q1 		$2.71M Buy
+31,523
New +$3.04M 0.07% 501

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

Algert Global's IRM Position: Q2 2026 in Review

Algert Global opened a new position in Iron Mountain (IRM) in Q2 2026: 4,130 shares worth $522K. The stake represents 0.01% of the portfolio and ranks #1063 among its holdings. This is a return to the name: Algert Global previously reported a position in IRM as recently as Q1 2025.

Algert Global first reported a position in IRM in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.71M in Q1 2025. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Algert Global held 4,130 shares of Iron Mountain worth $522K as of Q2 2026.
  • Iron Mountain was a new Algert Global position in Q2 2026.
  • Iron Mountain made up 0.01% of Algert Global's portfolio in Q2 2026, its #1063 holding.
  • Algert Global first reported a position in Iron Mountain in Q1 2025 and has held it in 2 quarters since.
  • Algert Global's Iron Mountain position peaked at $2.71M in Q1 2025.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.