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
Q2 		$290K Sell
2,293
-70
-3% -$8.58K 0.01% 564
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 $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

Jacobi Capital Management's IRM Position: Q2 2026 in Review

Jacobi Capital Management reduced its Iron Mountain (IRM) stake by 3% in Q2 2026, selling an estimated $8.58K and leaving 2,293 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #564.

Jacobi Capital Management first reported a position in IRM in Q2 2018 and has held it in 24 quarters since. The position peaked at $392K in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Jacobi Capital Management held 2,293 shares of Iron Mountain worth $290K as of Q2 2026.
  • Jacobi Capital Management sold 70 Iron Mountain shares in Q2 2026, an estimated $8.58K.
  • Iron Mountain made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #564 holding.
  • Jacobi Capital Management first reported a position in Iron Mountain in Q2 2018 and has held it in 24 quarters since.
  • Jacobi Capital Management's Iron Mountain position peaked at $392K in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.