Charles Schwab’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $539M | Buy |
4,263,487
+250,480
| +6% | +$30.7M | 0.07% | 222 |
|
|
2026
Q1 | $410M | Buy |
4,013,007
+132,732
| +3% | +$13.2M | 0.06% | 253 |
|
|
2025
Q4 | $322M | Buy |
3,880,275
+206,030
| +6% | +$19.3M | 0.05% | 294 |
|
|
2025
Q3 | $375M | Buy |
3,674,245
+48,437
| +1% | +$4.67M | 0.06% | 266 |
|
|
2025
Q2 | $372M | Buy |
3,625,808
+138,329
| +4% | +$13M | 0.06% | 254 |
|
|
2025
Q1 | $300M | Buy |
3,487,479
+8,689
| +0.2% | +$837K | 0.06% | 275 |
|
|
2024
Q4 | $366M | Buy |
3,478,790
+92,475
| +3% | +$10.9M | 0.07% | 235 |
|
|
2024
Q3 | $402M | Buy |
3,386,315
+141,675
| +4% | +$15.2M | 0.08% | 217 |
|
|
2024
Q2 | $291M | Buy |
3,244,640
+19,479
| +0.6% | +$1.58M | 0.06% | 279 |
|
|
2024
Q1 | $259M | Buy |
3,225,161
+67,480
| +2% | +$4.88M | 0.06% | 283 |
|
|
2023
Q4 | $221M | Buy |
3,157,681
+81,741
| +3% | +$5.13M | 0.06% | 298 |
|
|
2023
Q3 | $183M | Sell |
3,075,940
-719,329
| -19% | -$44M | 0.05% | 318 |
|
|
2023
Q2 | $216M | Buy |
3,795,269
+19,337
| +0.5% | +$1.06M | 0.06% | 271 |
|
|
2023
Q1 | $200M | Buy |
3,775,932
+35,769
| +1% | +$1.87M | 0.06% | 284 |
|
|
2022
Q4 | $186M | Buy |
3,740,163
+132,442
| +4% | +$6.69M | 0.06% | 300 |
|
|
2022
Q3 | $159M | Buy |
3,607,721
+44,206
| +1% | +$2.23M | 0.06% | 308 |
|
|
2022
Q2 | $174M | Sell |
3,563,515
-3,077
| -0.1% | -$162K | 0.06% | 290 |
|
|
2022
Q1 | $198M | Buy |
3,566,592
+103,470
| +3% | +$4.93M | 0.06% | 299 |
|
|
2021
Q4 | $181M | Buy |
3,463,122
+49,254
| +1% | +$2.33M | 0.05% | 324 |
|
|
2021
Q3 | $148M | Buy |
3,413,868
+107,354
| +3% | +$4.83M | 0.05% | 350 |
|
|
2021
Q2 | $140M | Buy |
3,306,514
+39,874
| +1% | +$1.67M | 0.05% | 369 |
|
|
2021
Q1 | $121M | Buy |
3,266,640
+93,388
| +3% | +$3.12M | 0.04% | 383 |
|
|
2020
Q4 | $93.5M | Buy |
3,173,252
+23,435
| +0.7% | +$650K | 0.04% | 442 |
|
|
2020
Q3 | $84.4M | Sell |
3,149,817
-85,396
| -3% | -$2.43M | 0.04% | 406 |
|
|
2020
Q2 | $84.4M | Buy |
3,235,213
+1,204,497
| +59% | +$30.4M | 0.04% | 409 |
|
|
2020
Q1 | $48.3M | Buy |
2,030,716
+42,487
| +2% | +$1.29M | 0.03% | 540 |
|
|
2019
Q4 | $63.4M | Buy |
1,988,229
+39,080
| +2% | +$1.28M | 0.03% | 506 |
|
|
2019
Q3 | $63.1M | Buy |
1,949,149
+35,761
| +2% | +$1.12M | 0.04% | 469 |
|
|
2019
Q2 | $59.9M | Buy |
1,913,388
+46,999
| +3% | +$1.54M | 0.04% | 487 |
|
|
2019
Q1 | $66.2M | Buy |
1,866,389
+106,766
| +6% | +$3.77M | 0.04% | 413 |
|
|
2018
Q4 | $57M | Buy |
1,759,623
+49,487
| +3% | +$1.62M | 0.04% | 398 |
|
|
2018
Q3 | $59M | Buy |
1,710,136
+123,990
| +8% | +$4.42M | 0.04% | 450 |
|
|
2018
Q2 | $55.5M | Buy |
1,586,146
+56,054
| +4% | +$1.89M | 0.04% | 449 |
|
|
2018
Q1 | $50.3M | Buy |
1,530,092
+116,473
| +8% | +$3.92M | 0.04% | 472 |
|
|
2017
Q4 | $53.3M | Buy |
1,413,619
+103,781
| +8% | +$4.12M | 0.04% | 430 |
|
|
2017
Q3 | $51M | Buy |
1,309,838
+121,654
| +10% | +$4.55M | 0.04% | 407 |
|
|
2017
Q2 | $40.8M | Buy |
1,188,184
+43,250
| +4% | +$1.51M | 0.04% | 473 |
|
|
2017
Q1 | $40.8M | Buy |
1,144,934
+83,267
| +8% | +$2.95M | 0.04% | 441 |
|
|
2016
Q4 | $34.5M | Buy |
1,061,667
+23,525
| +2% | +$782K | 0.04% | 474 |
|
|
2016
Q3 | $39M | Sell |
1,038,142
-6,401
| -0.6% | -$247K | 0.05% | 394 |
|
|
2016
Q2 | $41.6M | Buy |
1,044,543
+258,771
| +33% | +$9.42M | 0.05% | 359 |
|
|
2016
Q1 | $26.6M | Buy |
785,772
+13,013
| +2% | +$374K | 0.04% | 501 |
|
|
2015
Q4 | $20.9M | Buy |
772,759
+44,309
| +6% | +$1.3M | 0.03% | 581 |
|
|
2015
Q3 | $22.6M | Buy |
728,450
+62,147
| +9% | +$1.85M | 0.03% | 510 |
|
|
2015
Q2 | $20.7M | Buy |
666,303
+63,657
| +11% | +$2.23M | 0.03% | 556 |
|
|
2015
Q1 | $22M | Buy |
602,646
+37,694
| +7% | +$1.46M | 0.03% | 520 |
|
|
2014
Q4 | $21.8M | Buy |
564,952
+69,690
| +14% | +$2.53M | 0.03% | 498 |
|
|
2014
Q3 | $16.2M | Sell |
495,262
-55,177
| -10% | -$1.79M | 0.03% | 566 |
|
|
2014
Q2 | $18M | Buy |
550,439
+16,105
| +3% | +$437K | 0.03% | 518 |
|
|
2014
Q1 | $13.6M | Buy |
534,334
+33,494
| +7% | +$857K | 0.02% | 611 |
|
|
2013
Q4 | $14M | Buy |
500,840
+23,997
| +5% | +$615K | 0.03% | 546 |
|
|
2013
Q3 | $11.9M | Buy |
476,843
+89,757
| +23% | +$2.28M | 0.02% | 557 |
|
|
2013
Q2 | $9.63M | Buy |
+387,086
| New | +$12.5M | 0.02% | 595 |
|
Other funds holding IRM
Charles Schwab's IRM Position: Q2 2026 in Review
Charles Schwab increased its Iron Mountain (IRM) stake by 6.2% in Q2 2026, buying an estimated $30.7M and bringing the position to 4,263,487 shares worth $539M. The position accounts for 0.07% of the portfolio, ranked #222.
Charles Schwab first reported a position in IRM in Q2 2013 and has held it in 53 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- Charles Schwab held 4,263,487 shares of Iron Mountain worth $539M as of Q2 2026.
- Charles Schwab bought 250,480 Iron Mountain shares in Q2 2026, an estimated $30.7M.
- Iron Mountain made up 0.07% of Charles Schwab's portfolio in Q2 2026, its #222 holding.
- Charles Schwab first reported a position in Iron Mountain in Q2 2013 and has held it in 53 quarters since.
- 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.