Ken Fisher’s Iron Mountain IRM Stock Holding History

Ken Fisher’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	$356K	Sell	3,482 -734	-17%	-$73K	﹤0.01%	867
2025 Q4	$350K	Sell	4,216 -381	-8%	-$35.7K	﹤0.01%	855
2025 Q3	$469K	Sell	4,597 -468	-9%	-$45.1K	﹤0.01%	790
2025 Q2	$520K	Sell	5,065 -1,092	-18%	-$103K	﹤0.01%	782
2025 Q1	$530K	Buy	6,157 +570	+10%	+$54.9K	﹤0.01%	773
2024 Q4	$587K	Buy	+5,587	New	+$656K	﹤0.01%	750
2024 Q1	–	Sell	-3,867	Closed	-$271K	–	1003
2023 Q4	$271K	Buy	+3,867	New	+$243K	﹤0.01%	884

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ken Fisher's IRM Position: Q1 2026 in Review

Ken Fisher reduced its Iron Mountain (IRM) stake by 17% in Q1 2026, selling an estimated $73K and leaving 3,482 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Ken Fisher first reported a position in IRM in Q4 2023 and has held it in 7 quarters since. The position peaked at $587K in Q4 2024. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Ken Fisher held 3,482 shares of Iron Mountain worth $356K as of Q1 2026.
Ken Fisher sold 734 Iron Mountain shares in Q1 2026, an estimated $73K.
Iron Mountain made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #867 holding.
Ken Fisher first reported a position in Iron Mountain in Q4 2023 and has held it in 7 quarters since.
Ken Fisher's Iron Mountain position peaked at $587K in Q4 2024.
1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.