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Curi RMB Capital’s Iron Mountain IRM Stock Holding History

Curi RMB 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 		$580K Buy
4,573
+6
+0.1% +$736 0.01% 571
2026
Q1 		$469K Sell
4,567
-242
-5% -$24.1K 0.01% 617
2025
Q4 		$403K Buy
4,809
+388
+9% +$36.3K 0.01% 673
2025
Q3 		$453K Sell
4,421
-432
-9% -$41.6K 0.01% 531
2025
Q2 		$500K Buy
4,853
+1,040
+27% +$98K 0.01% 512
2025
Q1 		$330K Hold
3,813
– – 0.01% 420
2024
Q4 		$401K Sell
3,813
-1
-0% -$117 0.01% 431
2024
Q3 		$453K Sell
3,814
-391
-9% -$41.8K 0.01% 436
2024
Q2 		$377K Buy
4,205
+12
+0.3% +$971 0.01% 451
2024
Q1 		$336K Buy
+4,193
New +$303K 0.01% 483

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 $3.38T AUM 44.17% 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

Curi RMB Capital's IRM Position: Q2 2026 in Review

Curi RMB Capital increased its Iron Mountain (IRM) stake by 0.13% in Q2 2026, buying an estimated $736 and bringing the position to 4,573 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #571.

Curi RMB Capital first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Curi RMB Capital held 4,573 shares of Iron Mountain worth $580K as of Q2 2026.
  • Curi RMB Capital bought 6 Iron Mountain shares in Q2 2026, an estimated $736.
  • Iron Mountain made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #571 holding.
  • Curi RMB Capital first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.