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Allen Investment Management’s Iron Mountain IRM Stock Holding History

Allen Investment 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
Q2 		$341K Hold
2,696
– – ﹤0.01% 202
2026
Q1 		$275K Hold
2,696
– – ﹤0.01% 208
2025
Q4 		$224K Hold
2,696
– – ﹤0.01% 214
2025
Q3 		$275K Hold
2,696
– – ﹤0.01% 188
2025
Q2 		$277K Hold
2,696
– – ﹤0.01% 184
2025
Q1 		$232K Hold
2,696
– – ﹤0.01% 192
2024
Q4 		$283K Hold
2,696
– – ﹤0.01% 187
2024
Q3 		$320K Hold
2,696
– – ﹤0.01% 197
2024
Q2 		$242K Hold
2,696
– – ﹤0.01% 203
2024
Q1 		$216K Buy
+2,696
New +$195K ﹤0.01% 202

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

Allen Investment Management's IRM Position: Q2 2026 in Review

Allen Investment Management held its Iron Mountain (IRM) position steady in Q2 2026 at 2,696 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Allen Investment Management first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Allen Investment Management held 2,696 shares of Iron Mountain worth $341K as of Q2 2026.
  • Allen Investment Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Allen Investment Management's portfolio in Q2 2026, its #202 holding.
  • Allen Investment Management first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.