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Cascade Investment Group’s Iron Mountain IRM Stock Holding History

Cascade Investment Group’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 		$2.12M Sell
16,756
-1,025
-6% -$126K 1.19% 16
2026
Q1 		$1.82M Sell
17,781
-1,450
-8% -$144K 1.2% 15
2025
Q4 		$1.6M Sell
19,231
-1,255
-6% -$117K 1.06% 21
2025
Q3 		$2.09M Sell
20,486
-427
-2% -$41.1K 1.38% 15
2025
Q2 		$2.15M Sell
20,913
-167
-0.8% -$15.7K 1.5% 13
2025
Q1 		$1.81M Sell
21,080
-480
-2% -$46.3K 1.39% 15
2024
Q4 		$2.27M Sell
21,560
-885
-4% -$104K 1.62% 12
2024
Q3 		$2.67M Sell
22,445
-50
-0.2% -$5.35K 1.96% 7
2024
Q2 		$2.02M Sell
22,495
-400
-2% -$32.4K 1.57% 14
2024
Q1 		$1.84M Sell
22,895
-1,400
-6% -$101K 1.37% 16
2023
Q4 		$1.7M Hold
24,295
– – 1.37% 17
2023
Q3 		$1.44M Sell
24,295
-150
-0.6% -$9.17K 1.36% 20
2023
Q2 		$1.39M Buy
24,445
+8
+0% +$438 1.27% 18
2023
Q1 		$1.29M Sell
24,437
-291
-1% -$15.2K 1.27% 19
2022
Q4 		$1.23M Buy
+24,728
New +$1.25M 1.28% 17

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

Cascade Investment Group's IRM Position: Q2 2026 in Review

Cascade Investment Group reduced its Iron Mountain (IRM) stake by 5.8% in Q2 2026, selling an estimated $126K and leaving 16,756 shares worth $2.12M. The position accounts for 1.19% of the portfolio, ranked #16.

Cascade Investment Group first reported a position in IRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.67M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Cascade Investment Group held 16,756 shares of Iron Mountain worth $2.12M as of Q2 2026.
  • Cascade Investment Group sold 1,025 Iron Mountain shares in Q2 2026, an estimated $126K.
  • Iron Mountain made up 1.19% of Cascade Investment Group's portfolio in Q2 2026, its #16 holding.
  • Cascade Investment Group first reported a position in Iron Mountain in Q4 2022 and has held it in 15 quarters since.
  • Cascade Investment Group's Iron Mountain position peaked at $2.67M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.