CCMG
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Clark Capital Management Group’s Iron Mountain IRM Stock Holding History

Clark Capital Management 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 		$60.2M Buy
476,766
+8,401
+2% +$1.03M 0.33% 95
2026
Q1 		$47.8M Buy
+468,365
New +$46.6M 0.3% 110
2025
Q1 		– Sell
-2,776
Closed -$292K – 451
2024
Q4 		$292K Buy
2,776
+518
+23% +$60.9K ﹤0.01% 377
2024
Q3 		$268K Buy
+2,258
New +$242K ﹤0.01% 373

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

Clark Capital Management Group's IRM Position: Q2 2026 in Review

Clark Capital Management Group increased its Iron Mountain (IRM) stake by 1.8% in Q2 2026, buying an estimated $1.03M and bringing the position to 476,766 shares worth $60.2M. The position accounts for 0.33% of the portfolio, ranked #95.

Clark Capital Management Group first reported a position in IRM in Q3 2024 and has held it in 4 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Clark Capital Management Group held 476,766 shares of Iron Mountain worth $60.2M as of Q2 2026.
  • Clark Capital Management Group bought 8,401 Iron Mountain shares in Q2 2026, an estimated $1.03M.
  • Iron Mountain made up 0.33% of Clark Capital Management Group's portfolio in Q2 2026, its #95 holding.
  • Clark Capital Management Group first reported a position in Iron Mountain in Q3 2024 and has held it in 4 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.