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Bailard’s Iron Mountain IRM Stock Holding History

Bailard’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 		$811K Hold
7,942
– – 0.02% 371
2025
Q4 		$659K Sell
7,942
-7
-0.1% -$655 0.01% 421
2025
Q3 		$810K Buy
7,949
+7
+0.1% +$674 0.02% 372
2025
Q2 		$815K Hold
7,942
– – 0.02% 358
2025
Q1 		$683K Sell
7,942
-115
-1% -$11.1K 0.02% 383
2024
Q4 		$847K Hold
8,057
– – 0.02% 323
2024
Q3 		$957K Hold
8,057
– – 0.02% 313
2024
Q2 		$722K Sell
8,057
-1,097
-12% -$88.8K 0.02% 359
2024
Q1 		$734K Sell
9,154
-497
-5% -$36K 0.02% 364
2023
Q4 		$675K Buy
9,651
+520
+6% +$32.6K 0.02% 378
2023
Q3 		$543K Buy
9,131
+31
+0.3% +$1.89K 0.02% 398
2023
Q2 		$517K Sell
9,100
-611
-6% -$33.4K 0.02% 391
2023
Q1 		$514K Sell
9,711
-1,405
-13% -$73.6K 0.02% 387
2022
Q4 		$554K Hold
11,116
– – 0.02% 381
2022
Q3 		$489K Buy
11,116
+858
+8% +$43.3K 0.02% 368
2022
Q2 		$499K Buy
10,258
+651
+7% +$34.3K 0.02% 378
2022
Q1 		$532K Sell
9,607
-1,168
-11% -$55.6K 0.02% 391
2021
Q4 		$564K Sell
10,775
-86
-0.8% -$4.07K 0.02% 384
2021
Q3 		$472K Sell
10,861
-535
-5% -$24.1K 0.02% 411
2021
Q2 		$482K Buy
11,396
+775
+7% +$32.5K 0.02% 414
2021
Q1 		$393K Buy
10,621
+2,948
+38% +$98.6K 0.01% 442
2020
Q4 		$226K Sell
7,673
-600
-7% -$16.6K 0.01% 523
2020
Q3 		$222K Buy
+8,273
New +$235K 0.01% 439

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

Bailard's IRM Position: Q1 2026 in Review

Bailard held its Iron Mountain (IRM) position steady in Q1 2026 at 7,942 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #371.

Bailard first reported a position in IRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $957K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Bailard held 7,942 shares of Iron Mountain worth $811K as of Q1 2026.
  • Bailard left its Iron Mountain share count unchanged in Q1 2026.
  • Iron Mountain made up 0.02% of Bailard's portfolio in Q1 2026, its #371 holding.
  • Bailard first reported a position in Iron Mountain in Q3 2020 and has held it in 23 quarters since.
  • Bailard's Iron Mountain position peaked at $957K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.