Equitable Holdings’s Iron Mountain IRM Stock Holding History

Equitable Holdings’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	$381K	Buy	4,551 +750	+20%	+$74.6K	﹤0.01%	1362
2025 Q4	$315K	Sell	3,801 -2,704	-42%	-$253K	﹤0.01%	1297
2025 Q3	$663K	Sell	6,505 -917	-12%	-$88.3K	﹤0.01%	987
2025 Q2	$761K	Sell	7,422 -178	-2%	-$16.8K	0.01%	882
2025 Q1	$654K	Sell	7,600 -359	-5%	-$34.6K	0.01%	840
2024 Q4	$837K	Buy	7,959 +27	+0.3%	+$3.17K	0.01%	720
2024 Q3	$943K	Sell	7,932 -573	-7%	-$61.3K	0.01%	689
2024 Q2	$762K	Sell	8,505 -106	-1%	-$8.58K	0.01%	712
2024 Q1	$691K	Sell	8,611 -13	-0.2%	-$941	0.01%	709
2023 Q4	$604K	Buy	8,624 +2,130	+33%	+$134K	0.01%	717
2023 Q3	$386K	Buy	6,494 +404	+7%	+$24.7K	0.01%	800
2023 Q2	$346K	Sell	6,090 -295	-5%	-$16.1K	0.01%	808
2023 Q1	$338K	Buy	+6,385	New	+$335K	0.01%	762

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

Equitable Holdings's IRM Position: Q1 2026 in Review

Equitable Holdings increased its Iron Mountain (IRM) stake by 20% in Q1 2026, buying an estimated $74.6K and bringing the position to 4,551 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Equitable Holdings first reported a position in IRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $943K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Equitable Holdings held 4,551 shares of Iron Mountain worth $381K as of Q1 2026.
Equitable Holdings bought 750 Iron Mountain shares in Q1 2026, an estimated $74.6K.
Iron Mountain made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1362 holding.
Equitable Holdings first reported a position in Iron Mountain in Q1 2023 and has held it in 13 quarters since.
Equitable Holdings's Iron Mountain position peaked at $943K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.