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Edgestream Partners’s Iron Mountain IRM Stock Holding History

Edgestream Partners’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 		$2.05M Buy
+20,057
New +$2M 0.07% 483
2025
Q4 		– Sell
-17,300
Closed -$1.76M – 1047
2025
Q3 		$1.76M Sell
17,300
-114,182
-87% -$11M 0.05% 556
2025
Q2 		$13.5M Buy
131,482
+53,883
+69% +$5.08M 0.38% 19
2025
Q1 		$6.68M Sell
77,599
-4,049
-5% -$390K 0.23% 141
2024
Q4 		$8.58M Buy
81,648
+57,930
+244% +$6.81M 0.37% 30
2024
Q3 		$2.82M Sell
23,718
-32,961
-58% -$3.53M 0.12% 298
2024
Q2 		$5.08M Buy
56,679
+33,803
+148% +$2.74M 0.24% 118
2024
Q1 		$1.83M Sell
22,876
-33,446
-59% -$2.42M 0.09% 353
2023
Q4 		$3.94M Buy
56,322
+49,586
+736% +$3.11M 0.28% 68
2023
Q3 		$400K Sell
6,736
-59,180
-90% -$3.62M 0.03% 642
2023
Q2 		$3.75M Buy
65,916
+24,153
+58% +$1.32M 0.34% 41
2023
Q1 		$2.21M Buy
41,763
+8,928
+27% +$468K 0.24% 124
2022
Q4 		$1.64M Buy
32,835
+9,626
+41% +$486K 0.18% 184
2022
Q3 		$1.02M Sell
23,209
-45,814
-66% -$2.31M 0.08% 272
2022
Q2 		$3.36M Buy
69,023
+46,800
+211% +$2.46M 0.27% 126
2022
Q1 		$1.23M Sell
22,223
-35,267
-61% -$1.68M 0.1% 294
2021
Q4 		$3.01M Buy
57,490
+31,130
+118% +$1.47M 0.19% 159
2021
Q3 		$1.15M Buy
+26,360
New +$1.19M 0.07% 306
2021
Q2 		– Sell
-12,727
Closed -$471K – 496
2021
Q1 		$471K Buy
+12,727
New +$426K 0.03% 332
2020
Q4 		– Sell
-75,272
Closed -$2.02M – 389
2020
Q3 		$2.02M Buy
+75,272
New +$2.14M 0.13% 187
2019
Q3 		– Sell
-45,275
Closed -$1.42M – 286
2019
Q2 		$1.42M Buy
+45,275
New +$1.48M 0.16% 124
2019
Q1 		– Sell
-42,543
Closed -$1.38M – 249
2018
Q4 		$1.38M Sell
42,543
-29,921
-41% -$981K 0.24% 121
2018
Q3 		$2.5M Sell
72,464
-118,751
-62% -$4.23M 0.43% 84
2018
Q2 		$6.69M Buy
191,215
+55,987
+41% +$1.89M 1.36% 12
2018
Q1 		$4.44M Buy
+135,228
New +$4.56M 0.87% 28

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

Edgestream Partners's IRM Position: Q1 2026 in Review

Edgestream Partners opened a new position in Iron Mountain (IRM) in Q1 2026: 20,057 shares worth $2.05M. The stake represents 0.07% of the portfolio and ranks #483 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in IRM as recently as Q3 2025.

Edgestream Partners first reported a position in IRM in Q1 2018 and has held it in 25 quarters since. The position peaked at $13.5M in Q2 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Edgestream Partners held 20,057 shares of Iron Mountain worth $2.05M as of Q1 2026.
  • Iron Mountain was a new Edgestream Partners position in Q1 2026.
  • Iron Mountain made up 0.07% of Edgestream Partners's portfolio in Q1 2026, its #483 holding.
  • Edgestream Partners first reported a position in Iron Mountain in Q1 2018 and has held it in 25 quarters since.
  • Edgestream Partners's Iron Mountain position peaked at $13.5M in Q2 2025.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.