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Jefferies Financial Group’s Iron Mountain IRM Stock Holding History

Jefferies Financial Group’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
-2,942
Closed -$244K – 1964
2025
Q4 		$244K Buy
2,942
+925
+46% +$86.6K ﹤0.01% 1559
2025
Q3 		$206K Buy
2,017
+61
+3% +$5.88K ﹤0.01% 1274
2025
Q2 		$201K Sell
1,956
-8,808
-82% -$830K ﹤0.01% 1124
2025
Q1 		$926K Buy
+10,764
New +$1.04M 0.01% 838
2024
Q4 		– Sell
-4,909
Closed -$583K – 1693
2024
Q3 		$583K Sell
4,909
-364
-7% -$38.9K ﹤0.01% 946
2024
Q2 		$473K Buy
5,273
+870
+20% +$70.4K 0.01% 985
2024
Q1 		$353K Buy
+4,403
New +$319K ﹤0.01% 1159
2023
Q4 		– Sell
-26,220
Closed -$1.56M – 1844
2023
Q3 		$1.56M Sell
26,220
-15,351
-37% -$938K 0.01% 692
2023
Q2 		$2.36M Buy
41,571
+36,746
+762% +$2.01M 0.02% 603
2023
Q1 		$255K Buy
+4,825
New +$253K ﹤0.01% 1278

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

Jefferies Financial Group's IRM Position: Q1 2026 in Review

Jefferies Financial Group sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 2,942 shares — an estimated $244K sold.

Jefferies Financial Group first reported a position in IRM in Q1 2023 and held it in 10 quarters. The position peaked at $2.36M in Q2 2023. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Jefferies Financial Group reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 2,942 Iron Mountain shares in Q1 2026, an estimated $244K.
  • Jefferies Financial Group first reported a position in Iron Mountain in Q1 2023 and held it in 10 quarters.
  • Jefferies Financial Group's Iron Mountain position peaked at $2.36M in Q2 2023.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.