HI
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Harbour Investments’s Iron Mountain IRM Stock Holding History

Harbour Investments’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 		$746K Sell
5,905
-269
-4% -$33K 0.01% 938
2026
Q1 		$631K Sell
6,174
-1,248
-17% -$124K 0.01% 944
2025
Q4 		$616K Sell
7,422
-1,778
-19% -$166K 0.01% 772
2025
Q3 		$938K Buy
9,200
+22
+0.2% +$2.12K 0.02% 590
2025
Q2 		$941K Sell
9,178
-1
-0% -$94 0.02% 547
2025
Q1 		$790K Sell
9,179
-2,024
-18% -$195K 0.02% 558
2024
Q4 		$1.18M Buy
11,203
+3
+0% +$352 0.03% 425
2024
Q3 		$1.33M Buy
11,200
+42
+0.4% +$4.49K 0.04% 383
2024
Q2 		$1,000K Buy
11,158
+8
+0.1% +$647 0.03% 414
2024
Q1 		$894K Sell
11,150
-36
-0.3% -$2.61K 0.03% 439
2023
Q4 		$783K Buy
11,186
+225
+2% +$14.1K 0.03% 421
2023
Q3 		$652K Sell
10,961
-367
-3% -$22.4K 0.03% 418
2023
Q2 		$644K Buy
11,328
+156
+1% +$8.54K 0.03% 434
2023
Q1 		$591K Sell
11,172
-362
-3% -$19K 0.03% 426
2022
Q4 		$575K Buy
11,534
+282
+3% +$14.2K 0.04% 420
2022
Q3 		$548K Hold
11,252
– – 0.04% 395
2022
Q2 		$548K Buy
+11,252
New +$592K 0.04% 395
2021
Q4 		$549K Sell
10,497
-2,855
-21% -$135K 0.03% 411
2021
Q3 		$580K Sell
13,352
-1,569
-11% -$70.6K 0.02% 596
2021
Q2 		$631K Sell
14,921
-1,463
-9% -$61.4K 0.02% 584
2021
Q1 		$606K Buy
+16,384
New +$548K 0.02% 533

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harbour Investments's IRM Position: Q2 2026 in Review

Harbour Investments reduced its Iron Mountain (IRM) stake by 4.4% in Q2 2026, selling an estimated $33K and leaving 5,905 shares worth $746K. The position accounts for 0.01% of the portfolio, ranked #938.

Harbour Investments first reported a position in IRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.33M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Harbour Investments held 5,905 shares of Iron Mountain worth $746K as of Q2 2026.
  • Harbour Investments sold 269 Iron Mountain shares in Q2 2026, an estimated $33K.
  • Iron Mountain made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #938 holding.
  • Harbour Investments first reported a position in Iron Mountain in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Iron Mountain position peaked at $1.33M in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.