Machina Capital’s Iron Mountain IRM Stock Holding History

Machina 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	$986K	Buy	7,807 +1,897	+32%	+$233K	0.16%	196
2026 Q1	$604K	Buy	+5,910	New	+$588K	0.12%	213
2024 Q3	–	Sell	-2,714	Closed	-$243K	–	321
2024 Q2	$243K	Sell	2,714 -6,103	-69%	-$494K	0.11%	242
2024 Q1	$707K	Buy	+8,817	New	+$638K	0.37%	107
2023 Q4	–	Sell	-17,855	Closed	-$1.06M	–	300
2023 Q3	$1.06M	Buy	17,855 +13,250	+288%	+$810K	0.59%	50
2023 Q2	$262K	Buy	+4,605	New	+$252K	0.15%	224
2022 Q3	–	Sell	-6,175	Closed	-$301K	–	172
2022 Q2	$301K	Buy	+6,175	New	+$325K	0.68%	75
2021 Q4	–	Sell	-4,592	Closed	-$200K	–	153
2021 Q3	$200K	Buy	+4,592	New	+$207K	0.43%	122
2020 Q1	–	Sell	-14,018	Closed	-$447K	–	145
2019 Q4	$447K	Buy	+14,018	New	+$460K	0.18%	202
2019 Q3	–	Sell	-3,445	Closed	-$108K	–	398
2019 Q2	$108K	Sell	3,445 -4,844	-58%	-$159K	0.04%	352
2019 Q1	$294K	Buy	+8,289	New	+$293K	0.12%	206

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Machina Capital's IRM Position: Q2 2026 in Review

Machina Capital increased its Iron Mountain (IRM) stake by 32% in Q2 2026, buying an estimated $233K and bringing the position to 7,807 shares worth $986K. The position accounts for 0.16% of the portfolio, ranked #196.

Machina Capital first reported a position in IRM in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.06M in Q3 2023. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Machina Capital held 7,807 shares of Iron Mountain worth $986K as of Q2 2026.
Machina Capital bought 1,897 Iron Mountain shares in Q2 2026, an estimated $233K.
Iron Mountain made up 0.16% of Machina Capital's portfolio in Q2 2026, its #196 holding.
Machina Capital first reported a position in Iron Mountain in Q1 2019 and has held it in 11 quarters since.
Machina Capital's Iron Mountain position peaked at $1.06M in Q3 2023.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.