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Essential Partners’s Iron Mountain IRM Stock Holding History

Essential 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
Q2 		$86.3K Buy
683
+122
+22% +$15K 0.04% 459
2026
Q1 		$57.3K Buy
561
+110
+24% +$10.9K 0.02% 567
2025
Q4 		$37.4K Buy
451
+227
+101% +$21.2K 0.01% 691
2025
Q3 		$22.8K Buy
224
+211
+1,623% +$20.3K 0.01% 850
2025
Q2 		$1.33K Buy
+13
New +$1.23K ﹤0.01% 1433

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

Essential Partners's IRM Position: Q2 2026 in Review

Essential Partners increased its Iron Mountain (IRM) stake by 22% in Q2 2026, buying an estimated $15K and bringing the position to 683 shares worth $86.3K. The position accounts for 0.04% of the portfolio, ranked #459.

Essential Partners first reported a position in IRM in Q2 2025 and has held it in 5 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Essential Partners held 683 shares of Iron Mountain worth $86.3K as of Q2 2026.
  • Essential Partners bought 122 Iron Mountain shares in Q2 2026, an estimated $15K.
  • Iron Mountain made up 0.04% of Essential Partners's portfolio in Q2 2026, its #459 holding.
  • Essential Partners first reported a position in Iron Mountain in Q2 2025 and has held it in 5 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.