Bull Harbor Capital’s Iron Mountain IRM Stock Holding History

Bull Harbor 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	$604K	Buy	4,783 +1,276	+36%	+$156K	0.12%	249
2026 Q1	$358K	Buy	+3,507	New	+$349K	0.1%	303

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bull Harbor Capital's IRM Position: Q2 2026 in Review

Bull Harbor Capital increased its Iron Mountain (IRM) stake by 36% in Q2 2026, buying an estimated $156K and bringing the position to 4,783 shares worth $604K. The position accounts for 0.12% of the portfolio, ranked #249.

Bull Harbor Capital first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Bull Harbor Capital held 4,783 shares of Iron Mountain worth $604K as of Q2 2026.
Bull Harbor Capital bought 1,276 Iron Mountain shares in Q2 2026, an estimated $156K.
Iron Mountain made up 0.12% of Bull Harbor Capital's portfolio in Q2 2026, its #249 holding.
Bull Harbor Capital first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bull Harbor Capital's 13F filing for Q2 2026, filed 10 Aug 2026.