AP
IRM icon

Americana Partners’s Iron Mountain IRM Stock Holding History

Americana 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
Q2 		$30.5M Sell
241,330
-2,844
-1% -$349K 0.69% 42
2026
Q1 		$24.9M Buy
244,174
+2,825
+1% +$281K 0.65% 47
2025
Q4 		$20M Buy
+241,349
New +$22.6M 0.55% 51

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

Americana Partners's IRM Position: Q2 2026 in Review

Americana Partners reduced its Iron Mountain (IRM) stake by 1.2% in Q2 2026, selling an estimated $349K and leaving 241,330 shares worth $30.5M. The position accounts for 0.69% of the portfolio, ranked #42.

Americana Partners first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Americana Partners held 241,330 shares of Iron Mountain worth $30.5M as of Q2 2026.
  • Americana Partners sold 2,844 Iron Mountain shares in Q2 2026, an estimated $349K.
  • Iron Mountain made up 0.69% of Americana Partners's portfolio in Q2 2026, its #42 holding.
  • Americana Partners first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.