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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Empowered Funds's IRM Position: Q1 2026 in Review

Empowered Funds increased its Iron Mountain (IRM) stake by 199% in Q1 2026, buying an estimated $1.53M and bringing the position to 23,082 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #1018.

Empowered Funds first reported a position in IRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.32M in Q1 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Empowered Funds held 23,082 shares of Iron Mountain worth $2.36M as of Q1 2026.
Empowered Funds bought 15,357 Iron Mountain shares in Q1 2026, an estimated $1.53M.
Iron Mountain made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #1018 holding.
Empowered Funds first reported a position in Iron Mountain in Q4 2023 and has held it in 10 quarters since.
Empowered Funds's Iron Mountain position peaked at $9.32M in Q1 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.