HP
IRM icon

Havemeyer Place’s Iron Mountain IRM Stock Holding History

Havemeyer Place’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 		$582K Sell
4,605
-10,472
-69% -$1.28M 0.06% 383
2026
Q1 		$1.54M Buy
15,077
+5,689
+61% +$566K 0.18% 210
2025
Q4 		$779K Buy
+9,388
New +$879K 0.15% 244

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

Havemeyer Place's IRM Position: Q2 2026 in Review

Havemeyer Place reduced its Iron Mountain (IRM) stake by 69% in Q2 2026, selling an estimated $1.28M and leaving 4,605 shares worth $582K. The position accounts for 0.06% of the portfolio, ranked #383.

Havemeyer Place first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.54M in Q1 2026. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Havemeyer Place held 4,605 shares of Iron Mountain worth $582K as of Q2 2026.
  • Havemeyer Place sold 10,472 Iron Mountain shares in Q2 2026, an estimated $1.28M.
  • Iron Mountain made up 0.06% of Havemeyer Place's portfolio in Q2 2026, its #383 holding.
  • Havemeyer Place first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • Havemeyer Place's Iron Mountain position peaked at $1.54M in Q1 2026.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.