Bruce G. Allen Investments’s Iron Mountain IRM Stock Holding History

Bruce G. Allen Investments’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	$7.56K	Buy	74 +33	+80%	+$3.28K	﹤0.01%	518
2025 Q4	$3.4K	Sell	41 -67	-62%	-$6.27K	﹤0.01%	619
2025 Q3	$11K	Hold	108	–	–	0.01%	465
2025 Q2	$11.1K	Buy	108 +67	+163%	+$6.32K	0.01%	468
2025 Q1	$3.53K	Hold	41	–	–	﹤0.01%	609
2024 Q4	$4.31K	Hold	41	–	–	﹤0.01%	599
2024 Q3	$4.87K	Hold	41	–	–	﹤0.01%	583
2024 Q2	$3.67K	Hold	41	–	–	﹤0.01%	608
2024 Q1	$3.29K	Sell	41 -38	-48%	-$2.75K	﹤0.01%	649
2023 Q4	$5.53K	Buy	+79	New	+$4.96K	0.01%	574

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bruce G. Allen Investments's IRM Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Iron Mountain (IRM) stake by 80% in Q1 2026, buying an estimated $3.28K and bringing the position to 74 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Bruce G. Allen Investments first reported a position in IRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.1K in Q2 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Bruce G. Allen Investments held 74 shares of Iron Mountain worth $7.56K as of Q1 2026.
Bruce G. Allen Investments bought 33 Iron Mountain shares in Q1 2026, an estimated $3.28K.
Iron Mountain made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #518 holding.
Bruce G. Allen Investments first reported a position in Iron Mountain in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Iron Mountain position peaked at $11.1K in Q2 2025.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.