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Dmitry Balyasny’s Iron Mountain IRM Stock Holding History

Dmitry Balyasny’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
2025
Q4 		– Sell
-18,500
Closed -$1.89M – 3313
2025
Q3 		$1.89M Buy
+18,500
New +$1.78M ﹤0.01% 1826
2014
Q3 		– Sell
-541,000
Closed -$17.7M – 784
2014
Q2 		$17.7M Buy
541,000
+324,600
+150% +$8.81M 0.2% 126
2014
Q1 		$5.51M Buy
+216,400
New +$5.54M 0.06% 349
2013
Q4 		– Sell
-108,200
Closed -$3.6M – 555
2013
Q3 		$3.6M Buy
+108,200
New +$2.75M 0.05% 394

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

Dmitry Balyasny's IRM Position: Q2 2026 in Review

Dmitry Balyasny reduced its Iron Mountain (IRM) stake by 95% in Q2 2026, selling an estimated $14.9M and leaving 6,749 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Dmitry Balyasny first reported a position in IRM in Q4 2017 and has held it in 22 quarters since. The position peaked at $47.6M in Q1 2025. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Dmitry Balyasny held 6,749 shares of Iron Mountain worth $852K as of Q2 2026.
  • Dmitry Balyasny sold 121,943 Iron Mountain shares in Q2 2026, an estimated $14.9M.
  • Iron Mountain made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2298 holding.
  • Dmitry Balyasny first reported a position in Iron Mountain in Q4 2017 and has held it in 22 quarters since.
  • Dmitry Balyasny's Iron Mountain position peaked at $47.6M in Q1 2025.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.