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Denali Advisors’s Iron Mountain IRM Stock Holding History

Denali Advisors’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 		$1.2M Buy
9,495
+137
+1% +$16.8K 0.12% 177
2026
Q1 		$956K Buy
9,358
+37
+0.4% +$3.68K 0.11% 183
2025
Q4 		$773K Buy
9,321
+69
+0.7% +$6.46K 0.09% 209
2025
Q3 		$943K Sell
9,252
-5,164
-36% -$497K 0.11% 169
2025
Q2 		$1.48M Sell
14,416
-170
-1% -$16K 0.15% 142
2025
Q1 		$1.25M Sell
14,586
-113
-0.8% -$10.9K 0.14% 153
2024
Q4 		$1.55M Buy
14,699
+194
+1% +$22.8K 0.16% 143
2024
Q3 		$1.72M Buy
+14,505
New +$1.55M 0.19% 132

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

Denali Advisors's IRM Position: Q2 2026 in Review

Denali Advisors increased its Iron Mountain (IRM) stake by 1.5% in Q2 2026, buying an estimated $16.8K and bringing the position to 9,495 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #177.

Denali Advisors first reported a position in IRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.72M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Denali Advisors held 9,495 shares of Iron Mountain worth $1.2M as of Q2 2026.
  • Denali Advisors bought 137 Iron Mountain shares in Q2 2026, an estimated $16.8K.
  • Iron Mountain made up 0.12% of Denali Advisors's portfolio in Q2 2026, its #177 holding.
  • Denali Advisors first reported a position in Iron Mountain in Q3 2024 and has held it in 8 quarters since.
  • Denali Advisors's Iron Mountain position peaked at $1.72M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.