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Beck Mack & Oliver’s Iron Mountain IRM Stock Holding History

Beck Mack & Oliver’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 		$211K Buy
+1,674
New +$205K ﹤0.01% 187
2020
Q3 		– Sell
-13,624
Closed -$356K – 193
2020
Q2 		$356K Hold
13,624
– – 0.01% 145
2020
Q1 		$324K Hold
13,624
– – 0.01% 150
2019
Q4 		$434K Sell
13,624
-500
-4% -$16.4K 0.01% 153
2019
Q3 		$457K Hold
14,124
– – 0.02% 150
2019
Q2 		$442K Hold
14,124
– – 0.02% 155
2019
Q1 		$501K Hold
14,124
– – 0.02% 156
2018
Q4 		$458K Sell
14,124
-719
-5% -$23.6K 0.02% 153
2018
Q3 		$512K Hold
14,843
– – 0.02% 157
2018
Q2 		$520K Sell
14,843
-500
-3% -$16.9K 0.02% 154
2018
Q1 		$504K Buy
15,343
+200
+1% +$6.74K 0.02% 151
2017
Q4 		$571K Sell
15,143
-800
-5% -$31.7K 0.02% 145
2017
Q3 		$620K Sell
15,943
-362
-2% -$13.5K 0.02% 144
2017
Q2 		$560K Sell
16,305
-339
-2% -$11.9K 0.02% 148
2017
Q1 		$594K Hold
16,644
– – 0.02% 141
2016
Q4 		$541K Buy
16,644
+40
+0.2% +$1.33K 0.02% 150
2016
Q3 		$623K Sell
16,604
-1
-0% -$39 0.02% 151
2016
Q2 		$661K Sell
16,605
-51
-0.3% -$1.86K 0.02% 173
2016
Q1 		$565K Sell
16,656
-767
-4% -$22K 0.02% 181
2015
Q4 		$471K Buy
17,423
+40
+0.2% +$1.17K 0.02% 196
2015
Q3 		$539K Sell
17,383
-66
-0.4% -$1.97K 0.02% 214
2015
Q2 		$541K Buy
17,449
+32
+0.2% +$1.12K 0.01% 226
2015
Q1 		$635K Sell
17,417
-275
-2% -$10.6K 0.02% 210
2014
Q4 		$684K Sell
17,692
-10
-0.1% -$364 0.02% 207
2014
Q3 		$578K Sell
17,702
-1,436
-8% -$46.6K 0.01% 225
2014
Q2 		$627K Hold
19,138
– – 0.01% 226
2014
Q1 		$488K Hold
19,138
– – 0.01% 237
2013
Q4 		$537K Hold
19,138
– – 0.01% 234
2013
Q3 		$478K Sell
19,138
-7,742
-29% -$197K 0.01% 233
2013
Q2 		$661K Buy
+26,880
New +$868K 0.02% 212

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

Beck Mack & Oliver's IRM Position: Q2 2026 in Review

Beck Mack & Oliver opened a new position in Iron Mountain (IRM) in Q2 2026: 1,674 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #187 among its holdings. This is a return to the name: Beck Mack & Oliver previously reported a position in IRM as recently as Q2 2020.

Beck Mack & Oliver first reported a position in IRM in Q2 2013 and has held it in 30 quarters since. The position peaked at $684K in Q4 2014. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Beck Mack & Oliver held 1,674 shares of Iron Mountain worth $211K as of Q2 2026.
  • Iron Mountain was a new Beck Mack & Oliver position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Beck Mack & Oliver's portfolio in Q2 2026, its #187 holding.
  • Beck Mack & Oliver first reported a position in Iron Mountain in Q2 2013 and has held it in 30 quarters since.
  • Beck Mack & Oliver's Iron Mountain position peaked at $684K in Q4 2014.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Beck Mack & Oliver's 13F filing for Q2 2026, filed 14 Aug 2026.