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Hourglass Capital’s Iron Mountain IRM Stock Holding History

Hourglass 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
2026
Q2 		$8.34M Sell
66,050
-3,650
-5% -$447K 1.64% 18
2026
Q1 		$7.12M Sell
69,700
-10,360
-13% -$1.03M 1.48% 30
2025
Q4 		$6.64M Buy
80,060
+46,200
+136% +$4.32M 1.43% 30
2025
Q3 		$3.45M Sell
33,860
-200
-0.6% -$19.3K 0.78% 52
2025
Q2 		$3.49M Buy
34,060
+660
+2% +$62.2K 0.86% 50
2025
Q1 		$2.87M Sell
33,400
-30
-0.1% -$2.89K 0.75% 56
2024
Q4 		$3.51M Sell
33,430
-850
-2% -$99.9K 0.97% 47
2024
Q3 		$4.07M Sell
34,280
-24,690
-42% -$2.64M 1.13% 42
2024
Q2 		$5.28M Sell
58,970
-1,500
-2% -$121K 1.57% 28
2024
Q1 		$4.85M Sell
60,470
-13,950
-19% -$1.01M 1.46% 36
2023
Q4 		$5.21M Buy
74,420
+600
+0.8% +$37.6K 1.68% 31
2023
Q3 		$4.39M Sell
73,820
-1,930
-3% -$118K 1.55% 31
2023
Q2 		$4.3M Buy
75,750
+300
+0.4% +$16.4K 1.5% 29
2023
Q1 		$3.99M Sell
75,450
-1,300
-2% -$68.1K 1.44% 31
2022
Q4 		$3.83M Buy
76,750
+50
+0.1% +$2.52K 1.35% 30
2022
Q3 		$3.37M Buy
76,700
+23,450
+44% +$1.18M 1.28% 33
2022
Q2 		$2.59M Buy
53,250
+1,450
+3% +$76.3K 0.92% 49
2022
Q1 		$2.87M Buy
+51,800
New +$2.47M 0.9% 46

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

Hourglass Capital's IRM Position: Q2 2026 in Review

Hourglass Capital reduced its Iron Mountain (IRM) stake by 5.2% in Q2 2026, selling an estimated $447K and leaving 66,050 shares worth $8.34M. The position accounts for 1.64% of the portfolio, ranked #18.

Hourglass Capital first reported a position in IRM in Q1 2022 and has held it in 18 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Hourglass Capital held 66,050 shares of Iron Mountain worth $8.34M as of Q2 2026.
  • Hourglass Capital sold 3,650 Iron Mountain shares in Q2 2026, an estimated $447K.
  • Iron Mountain made up 1.64% of Hourglass Capital's portfolio in Q2 2026, its #18 holding.
  • Hourglass Capital first reported a position in Iron Mountain in Q1 2022 and has held it in 18 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Hourglass Capital's 13F filing for Q2 2026, filed 29 Jul 2026.