HI
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Horizon Investments’s Iron Mountain IRM Stock Holding History

Horizon 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
Q1 		$649K Buy
6,353
+1,673
+36% +$166K 0.01% 836
2025
Q4 		$388K Buy
4,680
+144
+3% +$13.5K ﹤0.01% 876
2025
Q3 		$462K Sell
4,536
-414
-8% -$39.9K 0.01% 847
2025
Q2 		$508K Buy
4,950
+735
+17% +$69.3K 0.01% 759
2025
Q1 		$363K Buy
4,215
+202
+5% +$19.5K 0.01% 423
2024
Q4 		$422K Buy
4,013
+33
+0.8% +$3.88K 0.01% 402
2024
Q3 		$473K Sell
3,980
-558
-12% -$59.7K 0.01% 375
2024
Q2 		$407K Buy
4,538
+8
+0.2% +$647 0.01% 405
2024
Q1 		$363K Buy
4,530
+171
+4% +$12.4K 0.01% 416
2023
Q4 		$305K Sell
4,359
-28
-0.6% -$1.76K 0.01% 416
2023
Q3 		$261K Sell
4,387
-27
-0.6% -$1.65K 0.01% 444
2023
Q2 		$251K Buy
4,414
+386
+10% +$21.1K 0.01% 462
2023
Q1 		$213K Buy
+4,028
New +$211K 0.01% 500
2022
Q4 		– Sell
-29,991
Closed -$1.32M – 549
2022
Q3 		$1.32M Buy
+29,991
New +$1.51M 0.04% 164
2022
Q2 		– Sell
-51,953
Closed -$2.88M – 496
2022
Q1 		$2.88M Buy
51,953
+14,076
+37% +$670K 0.08% 117
2021
Q4 		$1.98M Buy
37,877
+2,013
+6% +$95.1K 0.06% 145
2021
Q3 		$1.56M Sell
35,864
-8,312
-19% -$374K 0.04% 170
2021
Q2 		$1.87M Buy
44,176
+33,391
+310% +$1.4M 0.06% 155
2021
Q1 		$399K Buy
+10,785
New +$361K 0.01% 337
2019
Q3 		– Sell
-10,913
Closed -$342K – 484
2019
Q2 		$342K Buy
+10,913
New +$358K 0.01% 346

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

Horizon Investments's IRM Position: Q1 2026 in Review

Horizon Investments increased its Iron Mountain (IRM) stake by 36% in Q1 2026, buying an estimated $166K and bringing the position to 6,353 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #836.

Horizon Investments first reported a position in IRM in Q2 2019 and has held it in 20 quarters since. The position peaked at $2.88M in Q1 2022. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Horizon Investments held 6,353 shares of Iron Mountain worth $649K as of Q1 2026.
  • Horizon Investments bought 1,673 Iron Mountain shares in Q1 2026, an estimated $166K.
  • Iron Mountain made up 0.01% of Horizon Investments's portfolio in Q1 2026, its #836 holding.
  • Horizon Investments first reported a position in Iron Mountain in Q2 2019 and has held it in 20 quarters since.
  • Horizon Investments's Iron Mountain position peaked at $2.88M in Q1 2022.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.