InceptionR’s Iron Mountain IRM Stock Holding History

InceptionR’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	–	Sell	-23,512	Closed	-$1.95M	–	772
2025 Q4	$1.95M	Buy	23,512 +10,787	+85%	+$1.01M	0.54%	3
2025 Q3	$1.3M	Sell	12,725 -3,060	-19%	-$295K	0.31%	78
2025 Q2	$1.62M	Buy	15,785 +8,571	+119%	+$808K	0.37%	51
2025 Q1	$621K	Buy	+7,214	New	+$695K	0.19%	220
2024 Q3	–	Sell	-5,449	Closed	-$488K	–	757
2024 Q2	$488K	Buy	5,449 +1,550	+40%	+$125K	0.14%	288
2024 Q1	$313K	Buy	+3,899	New	+$282K	0.08%	407
2023 Q4	–	Sell	-8,209	Closed	-$488K	–	444
2023 Q3	$488K	Buy	+8,209	New	+$502K	0.28%	159

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

InceptionR's IRM Position: Q1 2026 in Review

InceptionR sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 23,512 shares — an estimated $1.95M sold.

InceptionR first reported a position in IRM in Q3 2023 and held it in 7 quarters. The position peaked at $1.95M in Q4 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

InceptionR reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
InceptionR sold 23,512 Iron Mountain shares in Q1 2026, an estimated $1.95M.
InceptionR first reported a position in Iron Mountain in Q3 2023 and held it in 7 quarters.
InceptionR's Iron Mountain position peaked at $1.95M in Q4 2025.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.