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Lavaca Capital’s Iron Mountain IRM Stock Holding History

Lavaca Capital’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 		$145K Sell
1,149
-60
-5% -$7.36K 0.01% 136
2026
Q1 		$123K Buy
1,209
+248
+26% +$24.7K 0.02% 119
2025
Q4 		$79.7K Sell
961
-140
-13% -$13.1K 0.01% 138
2025
Q3 		$112K Hold
1,101
– – 0.02% 120
2025
Q2 		$113K Hold
1,101
– – 0.04% 124
2025
Q1 		$94.7K Hold
1,101
– – 0.04% 126
2024
Q4 		$116K Buy
+1,101
New +$129K 0.05% 132
2023
Q2 		– Sell
-19,230
Closed -$1.05M – 166
2023
Q1 		$1.05M Hold
19,230
– – 0.22% 77
2022
Q4 		$963K Sell
19,230
-63
-0.3% -$3.18K 0.3% 73
2022
Q3 		$936K Sell
19,293
-400
-2% -$20.2K 0.34% 64
2022
Q2 		$1.06M Buy
19,693
+639
+3% +$33.6K 0.16% 68
2022
Q1 		$1.06M Sell
19,054
-5,534
-23% -$264K 0.11% 104
2021
Q4 		$1.29M Sell
24,588
-88
-0.4% -$4.16K 0.17% 70
2021
Q3 		$1.07M Sell
24,676
-250
-1% -$11.3K 0.11% 87
2021
Q2 		$1.05M Hold
24,926
– – 0.11% 85
2021
Q1 		$923K Sell
24,926
-2,680
-10% -$89.6K 0.08% 66
2020
Q4 		$814K Sell
27,606
-28
-0.1% -$777 0.11% 48
2020
Q3 		$740K Sell
27,634
-2,384
-8% -$67.8K 0.12% 51
2020
Q2 		$783K Sell
30,018
-66
-0.2% -$1.67K 0.25% 43
2020
Q1 		$716K Hold
30,084
– – 0.69% 32
2019
Q4 		$959K Sell
30,084
-21,262
-41% -$697K 0.74% 33
2019
Q3 		$1.66M Hold
51,346
– – 1.25% 24
2019
Q2 		$1.61M Hold
51,346
– – 1.24% 24
2019
Q1 		$1.82M Buy
51,346
+3,077
+6% +$109K 1.55% 17
2018
Q4 		$1.56M Buy
+48,269
New +$1.58M 1.56% 17

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

Lavaca Capital's IRM Position: Q2 2026 in Review

Lavaca Capital reduced its Iron Mountain (IRM) stake by 5% in Q2 2026, selling an estimated $7.36K and leaving 1,149 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #136.

Lavaca Capital first reported a position in IRM in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.82M in Q1 2019. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Lavaca Capital held 1,149 shares of Iron Mountain worth $145K as of Q2 2026.
  • Lavaca Capital sold 60 Iron Mountain shares in Q2 2026, an estimated $7.36K.
  • Iron Mountain made up 0.01% of Lavaca Capital's portfolio in Q2 2026, its #136 holding.
  • Lavaca Capital first reported a position in Iron Mountain in Q4 2018 and has held it in 25 quarters since.
  • Lavaca Capital's Iron Mountain position peaked at $1.82M in Q1 2019.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.