EH
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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
Q2 		$729K Buy
5,770
+1,219
+27% +$149K ﹤0.01% 1129
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
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

Equitable Holdings's IRM Position: Q2 2026 in Review

Equitable Holdings increased its Iron Mountain (IRM) stake by 27% in Q2 2026, buying an estimated $149K and bringing the position to 5,770 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Equitable Holdings first reported a position in IRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $943K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Equitable Holdings held 5,770 shares of Iron Mountain worth $729K as of Q2 2026.
  • Equitable Holdings bought 1,219 Iron Mountain shares in Q2 2026, an estimated $149K.
  • Iron Mountain made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1129 holding.
  • Equitable Holdings first reported a position in Iron Mountain in Q1 2023 and has held it in 14 quarters since.
  • Equitable Holdings's Iron Mountain position peaked at $943K in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.