Fayez Sarofim & Co
IRM icon

Fayez Sarofim & Co’s Iron Mountain IRM Stock Holding History

Fayez Sarofim & Co’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 		$233K Buy
+2,280
New +$227K ﹤0.01% 281
2025
Q4 		– Sell
-2,280
Closed -$232K – 303
2025
Q3 		$232K Sell
2,280
-1,355
-37% -$131K ﹤0.01% 291
2025
Q2 		$373K Sell
3,635
-684
-16% -$64.5K ﹤0.01% 254
2025
Q1 		$372K Sell
4,319
-2,336
-35% -$225K ﹤0.01% 249
2024
Q4 		$700K Buy
6,655
+2,575
+63% +$303K ﹤0.01% 212
2024
Q3 		$485K Sell
4,080
-637
-14% -$68.1K ﹤0.01% 221
2024
Q2 		$423K Sell
4,717
-755
-14% -$61.1K ﹤0.01% 230
2024
Q1 		$439K Sell
5,472
-940
-15% -$68K ﹤0.01% 226
2023
Q4 		$440K Sell
6,412
-3,697
-37% -$232K ﹤0.01% 222
2023
Q3 		$601K Sell
10,109
-165
-2% -$10.1K ﹤0.01% 196
2023
Q2 		$584K Sell
10,274
-512
-5% -$28K ﹤0.01% 196
2023
Q1 		$571K Sell
10,786
-1,179
-10% -$61.8K ﹤0.01% 203
2022
Q4 		$596K Hold
11,965
– – ﹤0.01% 203
2022
Q3 		$526K Hold
11,965
– – ﹤0.01% 211
2022
Q2 		$583K Sell
11,965
-5,420
-31% -$285K ﹤0.01% 215
2022
Q1 		$963K Sell
17,385
-15,598
-47% -$743K ﹤0.01% 203
2021
Q4 		$1.73M Buy
32,983
+13,840
+72% +$654K 0.01% 172
2021
Q3 		$832K Sell
19,143
-2,794
-13% -$126K ﹤0.01% 207
2021
Q2 		$928K Buy
+21,937
New +$920K ﹤0.01% 215

Other funds holding IRM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fayez Sarofim & Co's IRM Position: Q1 2026 in Review

Fayez Sarofim & Co opened a new position in Iron Mountain (IRM) in Q1 2026: 2,280 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Fayez Sarofim & Co previously reported a position in IRM as recently as Q3 2025.

Fayez Sarofim & Co first reported a position in IRM in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q4 2021. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Fayez Sarofim & Co held 2,280 shares of Iron Mountain worth $233K as of Q1 2026.
  • Iron Mountain was a new Fayez Sarofim & Co position in Q1 2026.
  • Iron Mountain made up ﹤0.01% of Fayez Sarofim & Co's portfolio in Q1 2026, its #281 holding.
  • Fayez Sarofim & Co first reported a position in Iron Mountain in Q2 2021 and has held it in 19 quarters since.
  • Fayez Sarofim & Co's Iron Mountain position peaked at $1.73M in Q4 2021.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Fayez Sarofim & Co's 13F filing for Q1 2026, filed 15 May 2026.