JCM
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Jacobi Capital Management’s Iron Mountain IRM Stock Holding History

Jacobi 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
Q1 		$241K Buy
+2,363
New +$235K 0.01% 574
2025
Q4 		– Sell
-3,279
Closed -$334K – 615
2025
Q3 		$334K Buy
3,279
+19
+0.6% +$1.83K 0.02% 487
2025
Q2 		$334K Buy
3,260
+119
+4% +$11.2K 0.02% 475
2025
Q1 		$270K Buy
3,141
+3
+0.1% +$289 0.02% 497
2024
Q4 		$330K Sell
3,138
-162
-5% -$19K 0.02% 450
2024
Q3 		$392K Buy
3,300
+3
+0.1% +$321 0.03% 401
2024
Q2 		$295K Buy
3,297
+4
+0.1% +$324 0.03% 417
2024
Q1 		$264K Buy
3,293
+5
+0.2% +$362 0.02% 420
2023
Q4 		$230K Buy
+3,288
New +$206K 0.02% 425
2021
Q4 		– Sell
-1,327
Closed -$58K – 845
2021
Q3 		$58K Buy
1,327
+162
+14% +$7.29K 0.01% 620
2021
Q2 		$49K Buy
1,165
+2
+0.2% +$84 0.01% 628
2021
Q1 		$43K Buy
1,163
+3
+0.3% +$100 0.01% 609
2020
Q4 		$34K Buy
1,160
+3
+0.3% +$83 0.01% 606
2020
Q3 		$31K Sell
1,157
-447
-28% -$12.7K 0.01% 580
2020
Q2 		$42K Sell
1,604
-125
-7% -$3.16K 0.01% 508
2020
Q1 		$41K Buy
1,729
+18
+1% +$545 0.01% 460
2019
Q4 		$55K Buy
1,711
+328
+24% +$10.8K 0.01% 456
2019
Q3 		$45K Buy
1,383
+69
+5% +$2.17K 0.01% 479
2019
Q2 		$41K Buy
1,314
+207
+19% +$6.78K 0.01% 480
2019
Q1 		$39K Buy
1,107
+207
+23% +$7.31K 0.01% 452
2018
Q4 		$29K Buy
900
+300
+50% +$9.84K 0.01% 465
2018
Q3 		$21K Buy
600
+400
+200% +$14.2K 0.01% 568
2018
Q2 		$7K Buy
+200
New +$6.76K ﹤0.01% 763

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

Jacobi Capital Management's IRM Position: Q1 2026 in Review

Jacobi Capital Management opened a new position in Iron Mountain (IRM) in Q1 2026: 2,363 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Jacobi Capital Management previously reported a position in IRM as recently as Q3 2025.

Jacobi Capital Management first reported a position in IRM in Q2 2018 and has held it in 23 quarters since. The position peaked at $392K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Jacobi Capital Management held 2,363 shares of Iron Mountain worth $241K as of Q1 2026.
  • Iron Mountain was a new Jacobi Capital Management position in Q1 2026.
  • Iron Mountain made up 0.01% of Jacobi Capital Management's portfolio in Q1 2026, its #574 holding.
  • Jacobi Capital Management first reported a position in Iron Mountain in Q2 2018 and has held it in 23 quarters since.
  • Jacobi Capital Management's Iron Mountain position peaked at $392K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.