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Baker Avenue Asset Management’s Iron Mountain IRM Stock Holding History

Baker Avenue Asset 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 		$444K Buy
3,513
+623
+22% +$76.4K 0.01% 549
2026
Q1 		$295K Buy
+2,890
New +$287K 0.01% 611
2023
Q4 		– Sell
-17
Closed -$1.01K – 911
2023
Q3 		$1.01K Hold
17
– – ﹤0.01% 1272
2023
Q2 		$966 Hold
17
– – ﹤0.01% 1186
2023
Q1 		$899 Hold
17
– – ﹤0.01% 1222
2022
Q4 		$847 Buy
+17
New +$858 ﹤0.01% 1151

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

Baker Avenue Asset Management's IRM Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Iron Mountain (IRM) stake by 22% in Q2 2026, buying an estimated $76.4K and bringing the position to 3,513 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #549.

Baker Avenue Asset Management first reported a position in IRM in Q4 2022 and has held it in 6 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Baker Avenue Asset Management held 3,513 shares of Iron Mountain worth $444K as of Q2 2026.
  • Baker Avenue Asset Management bought 623 Iron Mountain shares in Q2 2026, an estimated $76.4K.
  • Iron Mountain made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #549 holding.
  • Baker Avenue Asset Management first reported a position in Iron Mountain in Q4 2022 and has held it in 6 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.