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Evergreen Capital Management’s Iron Mountain IRM Stock Holding History

Evergreen Capital Management’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 		$858K Sell
6,796
-74
-1% -$9.07K 0.02% 612
2026
Q1 		$702K Buy
6,870
+1,035
+18% +$103K 0.02% 616
2025
Q4 		$488K Buy
5,835
+2,504
+75% +$234K 0.01% 759
2025
Q3 		$340K Buy
3,331
+39
+1% +$3.76K 0.01% 886
2025
Q2 		$338K Sell
3,292
-25
-0.8% -$2.36K 0.01% 751
2025
Q1 		$285K Buy
3,317
+283
+9% +$27.3K 0.01% 773
2024
Q4 		$321K Hold
3,034
– – 0.01% 702
2024
Q3 		$363K Buy
3,034
+167
+6% +$17.9K 0.01% 636
2024
Q2 		$259K Buy
2,867
+1
+0% +$81 0.01% 721
2024
Q1 		$232K Buy
2,866
+21
+0.7% +$1.52K 0.01% 731
2023
Q4 		$201K Sell
2,845
-817
-22% -$51.3K 0.01% 775
2023
Q3 		$220K Buy
3,662
+117
+3% +$7.15K 0.01% 673
2023
Q2 		$204K Buy
+3,545
New +$194K 0.01% 725
2022
Q2 		– Sell
-99,985
Closed -$5.54M – 623
2022
Q1 		$5.54M Buy
99,985
+2,491
+3% +$119K 0.23% 127
2021
Q4 		$5.1M Buy
97,494
+2,932
+3% +$139K 0.2% 135
2021
Q3 		$4.11M Buy
+94,562
New +$4.26M 0.19% 133

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

Evergreen Capital Management's IRM Position: Q2 2026 in Review

Evergreen Capital Management reduced its Iron Mountain (IRM) stake by 1.1% in Q2 2026, selling an estimated $9.07K and leaving 6,796 shares worth $858K. The position accounts for 0.02% of the portfolio, ranked #612.

Evergreen Capital Management first reported a position in IRM in Q3 2021 and has held it in 16 quarters since. The position peaked at $5.54M in Q1 2022. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Evergreen Capital Management held 6,796 shares of Iron Mountain worth $858K as of Q2 2026.
  • Evergreen Capital Management sold 74 Iron Mountain shares in Q2 2026, an estimated $9.07K.
  • Iron Mountain made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #612 holding.
  • Evergreen Capital Management first reported a position in Iron Mountain in Q3 2021 and has held it in 16 quarters since.
  • Evergreen Capital Management's Iron Mountain position peaked at $5.54M in Q1 2022.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.