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IEQ Capital’s Iron Mountain IRM Stock Holding History

IEQ 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 		$12.3M Sell
97,425
-4,465
-4% -$547K 0.06% 303
2026
Q1 		$10.4M Buy
101,890
+38,826
+62% +$3.86M 0.05% 346
2025
Q4 		$5.23M Buy
63,064
+59,963
+1,934% +$5.61M 0.02% 507
2025
Q3 		$316K Sell
3,101
-3,191
-51% -$307K ﹤0.01% 1494
2025
Q2 		$645K Sell
6,292
-11,972
-66% -$1.13M ﹤0.01% 1040
2025
Q1 		$1.57M Buy
18,264
+1,304
+8% +$126K 0.01% 641
2024
Q4 		$1.78M Sell
16,960
-1,619
-9% -$190K 0.02% 525
2024
Q3 		$2.21M Buy
18,579
+1,129
+6% +$121K 0.03% 356
2024
Q2 		$1.56M Buy
17,450
+3,652
+26% +$296K 0.02% 386
2024
Q1 		$1.11M Buy
13,798
+6,123
+80% +$443K 0.02% 440
2023
Q4 		$537K Sell
7,675
-1,892
-20% -$119K 0.01% 563
2023
Q3 		$569K Buy
9,567
+2,604
+37% +$159K 0.01% 530
2023
Q2 		$396K Sell
6,963
-1,700
-20% -$93.1K 0.01% 608
2023
Q1 		$458K Buy
8,663
+2,162
+33% +$113K 0.01% 597
2022
Q4 		$324K Sell
6,501
-986
-13% -$49.8K 0.01% 609
2022
Q3 		$329K Buy
7,487
+1,182
+19% +$59.7K 0.01% 644
2022
Q2 		$307K Buy
6,305
+351
+6% +$18.5K 0.01% 602
2022
Q1 		$330K Buy
5,954
+637
+12% +$30.3K 0.01% 610
2021
Q4 		$278K Sell
5,317
-144
-3% -$6.81K 0.01% 608
2021
Q3 		$237K Buy
+5,461
New +$246K 0.01% 625

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

IEQ Capital's IRM Position: Q2 2026 in Review

IEQ Capital reduced its Iron Mountain (IRM) stake by 4.4% in Q2 2026, selling an estimated $547K and leaving 97,425 shares worth $12.3M. The position accounts for 0.06% of the portfolio, ranked #303.

IEQ Capital first reported a position in IRM in Q3 2021 and has held it in 20 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • IEQ Capital held 97,425 shares of Iron Mountain worth $12.3M as of Q2 2026.
  • IEQ Capital sold 4,465 Iron Mountain shares in Q2 2026, an estimated $547K.
  • Iron Mountain made up 0.06% of IEQ Capital's portfolio in Q2 2026, its #303 holding.
  • IEQ Capital first reported a position in Iron Mountain in Q3 2021 and has held it in 20 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.