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Empowered Funds’s Iron Mountain IRM Stock Holding History

Empowered Funds’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 		$1.87M Sell
14,840
-8,242
-36% -$1.01M 0.01% 1226
2026
Q1 		$2.36M Buy
23,082
+15,357
+199% +$1.53M 0.02% 1018
2025
Q4 		$641K Sell
7,725
-621
-7% -$58.1K 0.01% 706
2025
Q3 		$851K Buy
8,346
+1,457
+21% +$140K 0.01% 1227
2025
Q2 		$707K Buy
6,889
+1,161
+20% +$109K 0.01% 1203
2025
Q1 		$493K Buy
5,728
+537
+10% +$51.7K 0.01% 1225
2024
Q4 		$546K Sell
5,191
-8,291
-61% -$974K 0.01% 1151
2024
Q3 		$1.6M Buy
13,482
+414
+3% +$44.3K 0.03% 746
2024
Q2 		$1.17M Sell
13,068
-103,130
-89% -$8.35M 0.02% 808
2024
Q1 		$9.32M Buy
116,198
+51,858
+81% +$3.75M 0.17% 135
2023
Q4 		$4.5M Buy
+64,340
New +$4.04M 0.11% 263

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

Empowered Funds's IRM Position: Q2 2026 in Review

Empowered Funds reduced its Iron Mountain (IRM) stake by 36% in Q2 2026, selling an estimated $1.01M and leaving 14,840 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #1226.

Empowered Funds first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.32M in Q1 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Empowered Funds held 14,840 shares of Iron Mountain worth $1.87M as of Q2 2026.
  • Empowered Funds sold 8,242 Iron Mountain shares in Q2 2026, an estimated $1.01M.
  • Iron Mountain made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1226 holding.
  • Empowered Funds first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • Empowered Funds's Iron Mountain position peaked at $9.32M in Q1 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.