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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Denali Advisors's IRM Position: Q1 2026 in Review

Denali Advisors increased its Iron Mountain (IRM) stake by 0.4% in Q1 2026, buying an estimated $3.68K and bringing the position to 9,358 shares worth $956K. The position accounts for 0.11% of the portfolio, ranked #183.

Denali Advisors first reported a position in IRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Denali Advisors held 9,358 shares of Iron Mountain worth $956K as of Q1 2026.
  • Denali Advisors bought 37 Iron Mountain shares in Q1 2026, an estimated $3.68K.
  • Iron Mountain made up 0.11% of Denali Advisors's portfolio in Q1 2026, its #183 holding.
  • Denali Advisors first reported a position in Iron Mountain in Q3 2024 and has held it in 7 quarters since.
  • Denali Advisors's Iron Mountain position peaked at $1.72M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.