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Bayforest Capital’s Iron Mountain IRM Stock Holding History

Bayforest 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 		$364K Buy
2,882
+406
+16% +$49.8K 0.34% 32
2026
Q1 		$253K Sell
2,476
-1
-0% -$99 0.28% 60
2025
Q4 		$205K Buy
2,477
+1,241
+100% +$116K 0.15% 278
2025
Q3 		$126K Buy
+1,236
New +$119K 0.06% 479
2025
Q1 		– Sell
-810
Closed -$85.1K – 808
2024
Q4 		$85.1K Buy
+810
New +$95.2K 0.11% 354

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

Bayforest Capital's IRM Position: Q2 2026 in Review

Bayforest Capital increased its Iron Mountain (IRM) stake by 16% in Q2 2026, buying an estimated $49.8K and bringing the position to 2,882 shares worth $364K. The position accounts for 0.34% of the portfolio, ranked #32.

Bayforest Capital first reported a position in IRM in Q4 2024 and has held it in 5 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Bayforest Capital held 2,882 shares of Iron Mountain worth $364K as of Q2 2026.
  • Bayforest Capital bought 406 Iron Mountain shares in Q2 2026, an estimated $49.8K.
  • Iron Mountain made up 0.34% of Bayforest Capital's portfolio in Q2 2026, its #32 holding.
  • Bayforest Capital first reported a position in Iron Mountain in Q4 2024 and has held it in 5 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.