IECM
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Intrinsic Edge Capital Management’s Iron Mountain IRM Stock Holding History

Intrinsic Edge Capital Management’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 		$10.7M Sell
84,515
-37,213
-31% -$4.56M 1.1% 32
2026
Q1 		$12.4M Sell
121,728
-57,745
-32% -$5.74M 2.06% 7
2025
Q4 		$14.9M Buy
179,473
+30,102
+20% +$2.82M 2.65% 4
2025
Q3 		$15.2M Sell
149,371
-35,470
-19% -$3.42M 2.12% 11
2025
Q2 		$19M Buy
+184,841
New +$17.4M 2.65% 4

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

Intrinsic Edge Capital Management's IRM Position: Q2 2026 in Review

Intrinsic Edge Capital Management reduced its Iron Mountain (IRM) stake by 31% in Q2 2026, selling an estimated $4.56M and leaving 84,515 shares worth $10.7M. The position accounts for 1.1% of the portfolio, ranked #32.

Intrinsic Edge Capital Management first reported a position in IRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $19M in Q2 2025. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Intrinsic Edge Capital Management held 84,515 shares of Iron Mountain worth $10.7M as of Q2 2026.
  • Intrinsic Edge Capital Management sold 37,213 Iron Mountain shares in Q2 2026, an estimated $4.56M.
  • Iron Mountain made up 1.1% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #32 holding.
  • Intrinsic Edge Capital Management first reported a position in Iron Mountain in Q2 2025 and has held it in 5 quarters since.
  • Intrinsic Edge Capital Management's Iron Mountain position peaked at $19M in Q2 2025.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.