Harvest Fund Management’s Iron Mountain IRM Stock Holding History

Harvest Fund 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	$129K	Buy	1,023 +463	+83%	+$56.8K	﹤0.01%	292
2026 Q1	$57K	Buy	+560	New	+$55.7K	﹤0.01%	343
2025 Q3	–	Sell	-1,800	Closed	-$185K	–	675
2025 Q2	$185K	Buy	+1,800	New	+$170K	0.01%	332
2025 Q1	–	Sell	-6,571	Closed	-$691K	–	751
2024 Q4	$691K	Sell	6,571 -11,417	-63%	-$1.34M	0.03%	276
2024 Q3	$2.14M	Buy	17,988 +7,122	+66%	+$762K	0.13%	116
2024 Q2	$973K	Buy	10,866 +1,467	+16%	+$119K	0.07%	170
2024 Q1	$753K	Buy	9,399 +7,491	+393%	+$542K	0.07%	176
2023 Q4	$134K	Hold	1,908	–	–	0.02%	285
2023 Q3	$113K	Hold	1,908	–	–	0.02%	304
2023 Q2	$108K	Hold	1,908	–	–	0.02%	308
2023 Q1	$101K	Hold	1,908	–	–	0.02%	328
2022 Q4	$95K	Hold	1,908	–	–	0.02%	345
2022 Q3	$84K	Hold	1,908	–	–	0.02%	326
2022 Q2	$93K	Sell	1,908 -2,178	-53%	-$115K	0.03%	311
2022 Q1	$226K	Sell	4,086 -1,834	-31%	-$87.4K	0.05%	192
2021 Q4	$310K	Buy	5,920 +3,517	+146%	+$166K	0.05%	166
2021 Q3	$104K	Hold	2,403	–	–	0.02%	273
2021 Q2	$102K	Buy	+2,403	New	+$101K	0.01%	274

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

Harvest Fund Management's IRM Position: Q2 2026 in Review

Harvest Fund Management increased its Iron Mountain (IRM) stake by 83% in Q2 2026, buying an estimated $56.8K and bringing the position to 1,023 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Harvest Fund Management first reported a position in IRM in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.14M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Harvest Fund Management held 1,023 shares of Iron Mountain worth $129K as of Q2 2026.
Harvest Fund Management bought 463 Iron Mountain shares in Q2 2026, an estimated $56.8K.
Iron Mountain made up ﹤0.01% of Harvest Fund Management's portfolio in Q2 2026, its #292 holding.
Harvest Fund Management first reported a position in Iron Mountain in Q2 2021 and has held it in 18 quarters since.
Harvest Fund Management's Iron Mountain position peaked at $2.14M in Q3 2024.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.