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John Overdeck’s Iron Mountain IRM Stock Holding History

John Overdeck’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 		$366K Sell
2,900
-2,100
-42% -$257K ﹤0.01% 4387
2026
Q1 		$511K Buy
+5,000
New +$497K ﹤0.01% 3735
2022
Q1 		– Sell
-32,200
Closed -$1.69M – 3456
2021
Q4 		$1.69M Buy
32,200
+25,800
+403% +$1.22M ﹤0.01% 2082
2021
Q3 		$278K Sell
6,400
-3,500
-35% -$158K ﹤0.01% 3727
2021
Q2 		$419K Sell
9,900
-3,000
-23% -$126K ﹤0.01% 3242
2021
Q1 		$477K Buy
12,900
+5,900
+84% +$197K ﹤0.01% 2975
2020
Q4 		$206K Sell
7,000
-7,500
-52% -$208K ﹤0.01% 3104
2020
Q3 		$388K Sell
14,500
-24,900
-63% -$709K ﹤0.01% 2415
2020
Q2 		$1.03M Buy
39,400
+21,100
+115% +$533K 0.01% 1524
2020
Q1 		$436K Sell
18,300
-6,300
-26% -$191K ﹤0.01% 2044
2019
Q4 		$784K Sell
24,600
-39,700
-62% -$1.3M ﹤0.01% 2415
2019
Q3 		$2.08M Buy
64,300
+30,400
+90% +$955K 0.01% 1406
2019
Q2 		$1.06M Buy
33,900
+24,900
+277% +$816K ﹤0.01% 1894
2019
Q1 		$319K Sell
9,000
-9,000
-50% -$318K ﹤0.01% 2558
2018
Q4 		$583K Sell
18,000
-3,300
-15% -$108K ﹤0.01% 2002
2018
Q3 		$735K Sell
21,300
-16,000
-43% -$570K ﹤0.01% 2197
2018
Q2 		$1.31M Buy
37,300
+18,100
+94% +$611K ﹤0.01% 1941
2018
Q1 		$631K Buy
+19,200
New +$647K ﹤0.01% 2328
2017
Q3 		– Sell
-7,000
Closed -$241K – 2964
2017
Q2 		$241K Buy
+7,000
New +$245K ﹤0.01% 2733
2017
Q1 		– Sell
-40,000
Closed -$1.3M – 3091
2016
Q4 		$1.3M Sell
40,000
-27,600
-41% -$918K 0.01% 1817
2016
Q3 		$2.54M Buy
67,600
+60,200
+814% +$2.32M 0.01% 1297
2016
Q2 		$295K Buy
+7,400
New +$269K ﹤0.01% 2575

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

John Overdeck's IRM Position: Q2 2026 in Review

John Overdeck reduced its Iron Mountain (IRM) stake by 63% in Q2 2026, selling an estimated $13.9M and leaving 65,892 shares worth $8.32M. The position accounts for 0.01% of the portfolio, ranked #1665.

John Overdeck first reported a position in IRM in Q2 2013 and has held it in 23 quarters since. The position peaked at $45.3M in Q2 2016. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • John Overdeck held 65,892 shares of Iron Mountain worth $8.32M as of Q2 2026.
  • John Overdeck sold 113,310 Iron Mountain shares in Q2 2026, an estimated $13.9M.
  • Iron Mountain made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1665 holding.
  • John Overdeck first reported a position in Iron Mountain in Q2 2013 and has held it in 23 quarters since.
  • John Overdeck's Iron Mountain position peaked at $45.3M in Q2 2016.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.