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Atalanta Sosnoff Capital’s Iron Mountain IRM Stock Holding History

Atalanta Sosnoff Capital’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 		$569K Sell
4,501
-571
-11% -$70K 0.01% 77
2026
Q1 		$518K Buy
5,072
+7
+0.1% +$696 0.01% 77
2025
Q4 		$420K Sell
5,065
-160
-3% -$15K 0.01% 79
2025
Q3 		$533K Sell
5,225
-109
-2% -$10.5K 0.01% 76
2025
Q2 		$547K Sell
5,334
-407
-7% -$38.4K 0.01% 73
2025
Q1 		$494K Buy
5,741
+751
+15% +$72.4K 0.01% 69
2024
Q4 		$524K Buy
4,990
+345
+7% +$40.5K 0.01% 69
2024
Q3 		$552K Hold
4,645
– – 0.01% 75
2024
Q2 		$416K Sell
4,645
-218
-4% -$17.6K 0.01% 69
2024
Q1 		$390K Sell
4,863
-521
-10% -$37.7K 0.01% 81
2023
Q4 		$377K Sell
5,384
-401
-7% -$25.2K 0.01% 78
2023
Q3 		$344K Sell
5,785
-156
-3% -$9.53K 0.01% 80
2023
Q2 		$338K Hold
5,941
– – 0.01% 88
2023
Q1 		$314K Sell
5,941
-287
-5% -$15K 0.01% 94
2022
Q4 		$310K Hold
6,228
– – 0.01% 91
2022
Q3 		$274K Buy
6,228
+55
+0.9% +$2.78K 0.01% 77
2022
Q2 		$301K Sell
6,173
-163
-3% -$8.58K 0.01% 86
2022
Q1 		$351K Sell
6,336
-157,929
-96% -$7.52M 0.01% 96
2021
Q4 		$8.6M Buy
164,265
+389
+0.2% +$18.4K 0.19% 66
2021
Q3 		$7.12M Buy
163,876
+1,806
+1% +$81.3K 0.17% 64
2021
Q2 		$6.86M Buy
+162,070
New +$6.8M 0.16% 67

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

Atalanta Sosnoff Capital's IRM Position: Q2 2026 in Review

Atalanta Sosnoff Capital reduced its Iron Mountain (IRM) stake by 11% in Q2 2026, selling an estimated $70K and leaving 4,501 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #77.

Atalanta Sosnoff Capital first reported a position in IRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.6M in Q4 2021. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Atalanta Sosnoff Capital held 4,501 shares of Iron Mountain worth $569K as of Q2 2026.
  • Atalanta Sosnoff Capital sold 571 Iron Mountain shares in Q2 2026, an estimated $70K.
  • Iron Mountain made up 0.01% of Atalanta Sosnoff Capital's portfolio in Q2 2026, its #77 holding.
  • Atalanta Sosnoff Capital first reported a position in Iron Mountain in Q2 2021 and has held it in 21 quarters since.
  • Atalanta Sosnoff Capital's Iron Mountain position peaked at $8.6M in Q4 2021.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Atalanta Sosnoff Capital's 13F filing for Q2 2026, filed 12 Aug 2026.