Guggenheim Capital’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
Q2
$674K Buy
5,334
+619
+13% +$75.9K ﹤0.01% 1168
2026
Q1
$482K Sell
4,715
-1,689
-26% -$168K ﹤0.01% 1214
2025
Q4
$531K Sell
6,404
-4,665
-42% -$437K ﹤0.01% 1252
2025
Q3
$1.13M Sell
11,069
-1,536
-12% -$148K 0.01% 882
2025
Q2
$1.29M Buy
12,605
+385
+3% +$36.3K 0.01% 796
2025
Q1
$1.05M Sell
12,220
-9,398
-43% -$906K 0.01% 861
2024
Q4
$2.27M Sell
21,618
-72,271
-77% -$8.49M 0.02% 615
2024
Q3
$11.2M Sell
93,889
-23,863
-20% -$2.55M 0.08% 275
2024
Q2
$10.6M Sell
117,752
-28,153
-19% -$2.28M 0.07% 288
2024
Q1
$11.7M Sell
145,905
-29,705
-17% -$2.15M 0.08% 274
2023
Q4
$12.3M Sell
175,610
-15,215
-8% -$954K 0.09% 241
2023
Q3
$11.3M Sell
190,825
-21,972
-10% -$1.34M 0.1% 229
2023
Q2
$12.1M Sell
212,797
-4,648
-2% -$254K 0.09% 227
2023
Q1
$11.5M Buy
217,445
+12,414
+6% +$651K 0.1% 241
2022
Q4
$10.2M Buy
205,031
+25,552
+14% +$1.29M 0.09% 277
2022
Q3
$7.89M Buy
179,479
+20,585
+13% +$1.04M 0.07% 342
2022
Q2
$7.74M Sell
158,894
-10,539
-6% -$555K 0.06% 377
2022
Q1
$9.39M Sell
169,433
-5,603
-3% -$267K 0.06% 412
2021
Q4
$9.16M Buy
175,036
+7,352
+4% +$347K 0.05% 460
2021
Q3
$7.29M Sell
167,684
-42,576
-20% -$1.92M 0.04% 506
2021
Q2
$8.9M Sell
210,260
-33,715
-14% -$1.41M 0.05% 437
2021
Q1
$9.03M Sell
243,975
-109,923
-31% -$3.68M 0.06% 404
2020
Q4
$10.4M Sell
353,898
-136,527
-28% -$3.79M 0.07% 327
2020
Q3
$13.1M Buy
490,425
+166,774
+52% +$4.75M 0.1% 210
2020
Q2
$8.45M Sell
323,651
-87,602
-21% -$2.21M 0.07% 327
2020
Q1
$9.79M Sell
411,253
-13,546
-3% -$410K 0.1% 212
2019
Q4
$13.5M Buy
424,799
+8,614
+2% +$282K 0.1% 231
2019
Q3
$13.5M Sell
416,185
-189,110
-31% -$5.94M 0.11% 215
2019
Q2
$18.9M Buy
605,295
+280,162
+86% +$9.18M 0.15% 137
2019
Q1
$11.5M Buy
325,133
+47,338
+17% +$1.67M 0.09% 240
2018
Q4
$9M Sell
277,795
-19,220
-6% -$630K 0.08% 299
2018
Q3
$10.3M Buy
297,015
+88,246
+42% +$3.14M 0.07% 337
2018
Q2
$7.31M Sell
208,769
-992,421
-83% -$33.5M 0.05% 487
2018
Q1
$39.5M Buy
1,201,190
+94,538
+9% +$3.19M 0.1% 439
2017
Q4
$41.8M Buy
1,106,652
+282,881
+34% +$11.2M 0.1% 416
2017
Q3
$32M Sell
823,771
-169,295
-17% -$6.33M 0.08% 493
2017
Q2
$34.1M Buy
993,066
+158,444
+19% +$5.54M 0.09% 467
2017
Q1
$29.8M Buy
834,622
+45,338
+6% +$1.61M 0.08% 502
2016
Q4
$25.6M Sell
789,284
-24,800
-3% -$824K 0.07% 507
2016
Q3
$30.6M Buy
814,084
+626
+0.1% +$24.1K 0.1% 401
2016
Q2
$32.4M Buy
813,458
+63,202
+8% +$2.3M 0.1% 372
2016
Q1
$25.4M Sell
750,256
-208,386
-22% -$5.99M 0.08% 449
2015
Q4
$25.9M Buy
958,642
+127,904
+15% +$3.75M 0.08% 475
2015
Q3
$25.8M Sell
830,738
-167,357
-17% -$4.99M 0.08% 442
2015
Q2
$30.9M Buy
998,095
+111,759
+13% +$3.91M 0.08% 472
2015
Q1
$32.3M Buy
886,336
+172,568
+24% +$6.66M 0.08% 479
2014
Q4
$27.6M Buy
713,768
+128,544
+22% +$4.68M 0.07% 514
2014
Q3
$19.1M Sell
585,224
-82,424
-12% -$2.67M 0.05% 672
2014
Q2
$21.9M Sell
667,648
-6,162
-0.9% -$167K 0.06% 624
2014
Q1
$17.2M Buy
673,810
+99,615
+17% +$2.55M 0.05% 686
2013
Q4
$16.1M Buy
574,195
+48,592
+9% +$1.24M 0.05% 680
2013
Q3
$13.1M Buy
525,603
+119,381
+29% +$3.03M 0.05% 711
2013
Q2
$9.99M Buy
+406,222
New +$13.1M 0.04% 781

Other funds holding IRM

Guggenheim Capital's IRM Position: Q2 2026 in Review

Guggenheim Capital increased its Iron Mountain (IRM) stake by 13% in Q2 2026, buying an estimated $75.9K and bringing the position to 5,334 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Guggenheim Capital first reported a position in IRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.8M in Q4 2017. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Guggenheim Capital held 5,334 shares of Iron Mountain worth $674K as of Q2 2026.
  • Guggenheim Capital bought 619 Iron Mountain shares in Q2 2026, an estimated $75.9K.
  • Iron Mountain made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1168 holding.
  • Guggenheim Capital first reported a position in Iron Mountain in Q2 2013 and has held it in 53 quarters since.
  • Guggenheim Capital's Iron Mountain position peaked at $41.8M in Q4 2017.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.