Foster & Motley’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $335K | Hold |
3,283
| – | – | 0.02% | 344 |
|
|
2025
Q4 | $272K | Hold |
3,283
| – | – | 0.01% | 355 |
|
|
2025
Q3 | $335K | Sell |
3,283
-35
| -1% | -$3.37K | 0.02% | 334 |
|
|
2025
Q2 | $340K | Sell |
3,318
-57
| -2% | -$5.37K | 0.02% | 332 |
|
|
2025
Q1 | $290K | Sell |
3,375
-25
| -0.7% | -$2.41K | 0.02% | 335 |
|
|
2024
Q4 | $357K | Sell |
3,400
-320
| -9% | -$37.6K | 0.02% | 313 |
|
|
2024
Q3 | $442K | Sell |
3,720
-897
| -19% | -$95.9K | 0.03% | 294 |
|
|
2024
Q2 | $414K | Sell |
4,617
-539
| -10% | -$43.6K | 0.03% | 290 |
|
|
2024
Q1 | $414K | Sell |
5,156
-1,671
| -24% | -$121K | 0.03% | 285 |
|
|
2023
Q4 | $478K | Sell |
6,827
-5,113
| -43% | -$321K | 0.04% | 268 |
|
|
2023
Q3 | $710K | Sell |
11,940
-17,975
| -60% | -$1.1M | 0.06% | 230 |
|
|
2023
Q2 | $1.7M | Buy |
29,915
+5,660
| +23% | +$310K | 0.13% | 170 |
|
|
2023
Q1 | $1.28M | Buy |
24,255
+5,182
| +27% | +$272K | 0.1% | 188 |
|
|
2022
Q4 | $951K | Buy |
19,073
+5,619
| +42% | +$284K | 0.08% | 222 |
|
|
2022
Q3 | $592K | Buy |
13,454
+1,502
| +13% | +$75.8K | 0.06% | 235 |
|
|
2022
Q2 | $582K | Sell |
11,952
-201
| -2% | -$10.6K | 0.05% | 241 |
|
|
2022
Q1 | $673K | Sell |
12,153
-1,596
| -12% | -$76K | 0.05% | 239 |
|
|
2021
Q4 | $719K | Sell |
13,749
-2,248
| -14% | -$106K | 0.06% | 219 |
|
|
2021
Q3 | $695K | Sell |
15,997
-3,390
| -17% | -$153K | 0.06% | 210 |
|
|
2021
Q2 | $820K | Sell |
19,387
-11,910
| -38% | -$499K | 0.07% | 196 |
|
|
2021
Q1 | $1.16M | Sell |
31,297
-4,426
| -12% | -$148K | 0.1% | 167 |
|
|
2020
Q4 | $1.05M | Sell |
35,723
-2,721
| -7% | -$75.5K | 0.1% | 168 |
|
|
2020
Q3 | $1.03M | Sell |
38,444
-5,903
| -13% | -$168K | 0.12% | 151 |
|
|
2020
Q2 | $1.16M | Sell |
44,347
-16,371
| -27% | -$413K | 0.14% | 135 |
|
|
2020
Q1 | $1.45M | Sell |
60,718
-9,359
| -13% | -$283K | 0.22% | 114 |
|
|
2019
Q4 | $2.23M | Sell |
70,077
-2,664
| -4% | -$87.3K | 0.28% | 101 |
|
|
2019
Q3 | $2.36M | Sell |
72,741
-12,093
| -14% | -$380K | 0.32% | 92 |
|
|
2019
Q2 | $2.65M | Buy |
84,834
+8,596
| +11% | +$282K | 0.37% | 82 |
|
|
2019
Q1 | $2.7M | Sell |
76,238
-12,663
| -14% | -$447K | 0.39% | 74 |
|
|
2018
Q4 | $2.88M | Sell |
88,901
-13,018
| -13% | -$427K | 0.46% | 66 |
|
|
2018
Q3 | $3.52M | Sell |
101,919
-3,130
| -3% | -$112K | 0.53% | 57 |
|
|
2018
Q2 | $3.68M | Buy |
105,049
+15,176
| +17% | +$513K | 0.59% | 51 |
|
|
2018
Q1 | $2.95M | Buy |
89,873
+38,963
| +77% | +$1.31M | 0.48% | 58 |
|
|
2017
Q4 | $1.92M | Buy |
+50,910
| New | +$2.02M | 0.31% | 93 |
|
Other funds holding IRM
VPM
VCM
Foster & Motley's IRM Position: Q1 2026 in Review
Foster & Motley held its Iron Mountain (IRM) position steady in Q1 2026 at 3,283 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #344.
Foster & Motley first reported a position in IRM in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.68M in Q2 2018. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.
- Foster & Motley held 3,283 shares of Iron Mountain worth $335K as of Q1 2026.
- Foster & Motley left its Iron Mountain share count unchanged in Q1 2026.
- Iron Mountain made up 0.02% of Foster & Motley's portfolio in Q1 2026, its #344 holding.
- Foster & Motley first reported a position in Iron Mountain in Q4 2017 and has held it in 34 quarters since.
- Foster & Motley's Iron Mountain position peaked at $3.68M in Q2 2018.
- 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.
Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.