Fox Run Management’s Iron Mountain IRM Stock Holding History

Fox Run 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	$603K	Sell	4,774 -9,964	-68%	-$1.22M	0.1%	398
2026 Q1	$1.44M	Buy	+14,738	New	+$1.47M	0.25%	75
2025 Q3	–	Sell	-25,922	Closed	-$2.66M	–	1074
2025 Q2	$2.66M	Buy	+25,922	New	+$2.44M	0.44%	8
2024 Q3	–	Sell	-3,072	Closed	-$275K	–	949
2024 Q2	$275K	Buy	+3,072	New	+$249K	0.05%	572
2023 Q3	–	Sell	-20,924	Closed	-$1.19M	–	837
2023 Q2	$1.19M	Buy	+20,924	New	+$1.15M	0.33%	40
2021 Q4	–	Sell	-10,927	Closed	-$475K	–	579
2021 Q3	$475K	Buy	+10,927	New	+$492K	0.3%	91
2020 Q4	–	Sell	-17,168	Closed	-$460K	–	237
2020 Q3	$460K	Buy	+17,168	New	+$489K	1.15%	5
2020 Q2	–	Sell	-10,434	Closed	-$248K	–	288
2020 Q1	$248K	Buy	+10,434	New	+$316K	0.59%	51
2019 Q2	–	Sell	-10,432	Closed	-$370K	–	518
2019 Q1	$370K	Buy	+10,432	New	+$368K	0.21%	197
2016 Q1	–	Sell	-10,700	Closed	-$289K	–	481
2015 Q4	$289K	Buy	+10,700	New	+$314K	0.22%	179

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fox Run Management's IRM Position: Q2 2026 in Review

Fox Run Management reduced its Iron Mountain (IRM) stake by 68% in Q2 2026, selling an estimated $1.22M and leaving 4,774 shares worth $603K. The position accounts for 0.1% of the portfolio, ranked #398.

Fox Run Management first reported a position in IRM in Q4 2015 and has held it in 10 quarters since. The position peaked at $2.66M in Q2 2025. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Fox Run Management held 4,774 shares of Iron Mountain worth $603K as of Q2 2026.
Fox Run Management sold 9,964 Iron Mountain shares in Q2 2026, an estimated $1.22M.
Iron Mountain made up 0.1% of Fox Run Management's portfolio in Q2 2026, its #398 holding.
Fox Run Management first reported a position in Iron Mountain in Q4 2015 and has held it in 10 quarters since.
Fox Run Management's Iron Mountain position peaked at $2.66M in Q2 2025.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.