Epoch Investment Partners’s Iron Mountain IRM Stock Holding History

Epoch Investment 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	$63M	Sell	616,513 -13,341	-2%	-$1.33M	0.38%	104
2025 Q4	$52.2M	Sell	629,854 -20,903	-3%	-$1.96M	0.3%	120
2025 Q3	$66.3M	Sell	650,757 -32,855	-5%	-$3.17M	0.36%	103
2025 Q2	$70.1M	Sell	683,612 -30,413	-4%	-$2.87M	0.36%	107
2025 Q1	$61.4M	Sell	714,025 -33,525	-4%	-$3.23M	0.32%	125
2024 Q4	$78.6M	Sell	747,550 -521,373	-41%	-$61.3M	0.38%	94
2024 Q3	$151M	Sell	1,268,923 -310,559	-20%	-$33.2M	0.68%	44
2024 Q2	$142M	Sell	1,579,482 -106,736	-6%	-$8.64M	0.65%	49
2024 Q1	$135M	Sell	1,686,218 -290,605	-15%	-$21M	0.6%	53
2023 Q4	$138M	Sell	1,976,823 -380,945	-16%	-$23.9M	0.63%	39
2023 Q3	$140M	Sell	2,357,768 -367,410	-13%	-$22.5M	0.89%	24
2023 Q2	$155M	Sell	2,725,178 -160,192	-6%	-$8.77M	0.9%	22
2023 Q1	$153M	Buy	2,885,370 +260,980	+10%	+$13.7M	0.91%	20
2022 Q4	$131M	Sell	2,624,390 -35,820	-1%	-$1.81M	0.78%	34
2022 Q3	$117M	Sell	2,660,210 -47,924	-2%	-$2.42M	0.76%	30
2022 Q2	$132M	Sell	2,708,134 -209,084	-7%	-$11M	0.77%	33
2022 Q1	$162M	Buy	2,917,218 +218,529	+8%	+$10.4M	0.79%	29
2021 Q4	$141M	Sell	2,698,689 -860,480	-24%	-$40.7M	0.72%	35
2021 Q3	$155M	Sell	3,559,169 -185,970	-5%	-$8.37M	0.86%	27
2021 Q2	$158M	Sell	3,745,139 -1,210,838	-24%	-$50.8M	0.85%	30
2021 Q1	$183M	Sell	4,955,977 -605,166	-11%	-$20.2M	0.86%	29
2020 Q4	$164M	Buy	5,561,143 +457,087	+9%	+$12.7M	0.75%	40
2020 Q3	$137M	Sell	5,104,056 -185,138	-4%	-$5.27M	0.68%	50
2020 Q2	$138M	Buy	5,289,194 +715,549	+16%	+$18.1M	0.71%	43
2020 Q1	$109M	Buy	4,573,645 +382,892	+9%	+$11.6M	0.66%	48
2019 Q4	$134M	Sell	4,190,753 -16,351	-0.4%	-$536K	0.58%	66
2019 Q3	$136M	Sell	4,207,104 -125,820	-3%	-$3.95M	0.62%	60
2019 Q2	$136M	Sell	4,332,924 -401,463	-8%	-$13.2M	0.61%	62
2019 Q1	$168M	Sell	4,734,387 -209,091	-4%	-$7.39M	0.73%	46
2018 Q4	$160M	Sell	4,943,478 -163,151	-3%	-$5.35M	0.74%	43
2018 Q3	$176M	Sell	5,106,629 -341,474	-6%	-$12.2M	0.67%	47
2018 Q2	$191K	Sell	5,448,103 -413,595	-7%	-$14M	0.59%	48
2018 Q1	$193M	Sell	5,861,698 -268,465	-4%	-$9.05M	0.68%	47
2017 Q4	$231M	Buy	6,130,163 +58,221	+1%	+$2.31M	0.77%	43
2017 Q3	$236M	Sell	6,071,942 -130,987	-2%	-$4.89M	0.79%	43
2017 Q2	$213M	Sell	6,202,929 -20,425	-0.3%	-$714K	0.72%	50
2017 Q1	$222M	Buy	6,223,354 +523,420	+9%	+$18.5M	0.74%	52
2016 Q4	$185M	Sell	5,699,934 -154,289	-3%	-$5.13M	0.7%	58
2016 Q3	$220M	Sell	5,854,223 -2,217,458	-27%	-$85.5M	0.82%	45
2016 Q2	$321M	Sell	8,071,681 -145,853	-2%	-$5.31M	1.21%	24
2016 Q1	$279M	Sell	8,217,534 -7,426	-0.1%	-$213K	1.05%	32
2015 Q4	$222M	Sell	8,224,960 -226,584	-3%	-$6.65M	0.88%	40
2015 Q3	$262M	Buy	8,451,544 +3,738,592	+79%	+$112M	1.02%	36
2015 Q2	$146M	Buy	4,712,952 +1,048,864	+29%	+$36.7M	0.54%	66
2015 Q1	$134M	Buy	+3,664,088	New	+$141M	0.5%	69

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

Epoch Investment Partners's IRM Position: Q1 2026 in Review

Epoch Investment Partners reduced its Iron Mountain (IRM) stake by 2.1% in Q1 2026, selling an estimated $1.33M and leaving 616,513 shares worth $63M. The position accounts for 0.38% of the portfolio, ranked #104.

Epoch Investment Partners first reported a position in IRM in Q1 2015 and has held it in 45 quarters since. The position peaked at $321M in Q2 2016. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Epoch Investment Partners held 616,513 shares of Iron Mountain worth $63M as of Q1 2026.
Epoch Investment Partners sold 13,341 Iron Mountain shares in Q1 2026, an estimated $1.33M.
Iron Mountain made up 0.38% of Epoch Investment Partners's portfolio in Q1 2026, its #104 holding.
Epoch Investment Partners first reported a position in Iron Mountain in Q1 2015 and has held it in 45 quarters since.
Epoch Investment Partners's Iron Mountain position peaked at $321M in Q2 2016.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.