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Guggenheim Capital’s Iron Mountain IRM Stock Holding History

Guggenheim Capital’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
2013
Q3 		– Sell
-32,460
Closed -$798K – 3115
2013
Q2 		$798K Buy
+32,460
New +$1.05M ﹤0.01% 2182

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

Guggenheim Capital's IRM Position: Q1 2026 in Review

Guggenheim Capital reduced its Iron Mountain (IRM) stake by 26% in Q1 2026, selling an estimated $168K and leaving 4,715 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Guggenheim Capital first reported a position in IRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $41.8M in Q4 2017. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Guggenheim Capital held 4,715 shares of Iron Mountain worth $482K as of Q1 2026.
  • Guggenheim Capital sold 1,689 Iron Mountain shares in Q1 2026, an estimated $168K.
  • Iron Mountain made up ﹤0.01% of Guggenheim Capital's portfolio in Q1 2026, its #1214 holding.
  • Guggenheim Capital first reported a position in Iron Mountain in Q2 2013 and has held it in 52 quarters since.
  • Guggenheim Capital's Iron Mountain position peaked at $41.8M in Q4 2017.
  • 1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.