MCM
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MAI Capital Management’s Iron Mountain IRM Stock Holding History

MAI Capital Management’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 		$2.88M Buy
22,736
+2,502
+12% +$307K 0.01% 605
2026
Q1 		$2.07M Buy
20,234
+2,944
+17% +$293K 0.01% 574
2025
Q4 		$1.43M Buy
17,290
+8,625
+100% +$807K 0.01% 648
2025
Q3 		$883K Sell
8,665
-190
-2% -$18.3K 0.01% 747
2025
Q2 		$908K Sell
8,855
-143
-2% -$13.5K 0.01% 677
2025
Q1 		$774K Sell
8,998
-3,872
-30% -$373K 0.01% 688
2024
Q4 		$1.35M Buy
12,870
+3
+0% +$352 0.01% 558
2024
Q3 		$1.53M Sell
12,867
-937
-7% -$100K 0.01% 454
2024
Q2 		$1.24M Buy
13,804
+1,744
+14% +$141K 0.01% 535
2024
Q1 		$967K Sell
12,060
-607
-5% -$43.9K 0.01% 595
2023
Q4 		$886K Buy
12,667
+406
+3% +$25.5K 0.01% 497
2023
Q3 		$729K Buy
12,261
+2,466
+25% +$151K 0.01% 519
2023
Q2 		$557K Sell
9,795
-5,916
-38% -$324K 0.01% 597
2023
Q1 		$831K Sell
15,711
-202
-1% -$10.6K 0.01% 478
2022
Q4 		$793K Buy
15,913
+280
+2% +$14.1K 0.01% 472
2022
Q3 		$687K Sell
15,633
-5,782
-27% -$292K 0.01% 466
2022
Q2 		$1.04M Buy
21,415
+12,139
+131% +$639K 0.02% 363
2022
Q1 		$514K Buy
+9,276
New +$442K 0.01% 552

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

MAI Capital Management's IRM Position: Q2 2026 in Review

MAI Capital Management increased its Iron Mountain (IRM) stake by 12% in Q2 2026, buying an estimated $307K and bringing the position to 22,736 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #605.

MAI Capital Management first reported a position in IRM in Q1 2022 and has held it in 18 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • MAI Capital Management held 22,736 shares of Iron Mountain worth $2.88M as of Q2 2026.
  • MAI Capital Management bought 2,502 Iron Mountain shares in Q2 2026, an estimated $307K.
  • Iron Mountain made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #605 holding.
  • MAI Capital Management first reported a position in Iron Mountain in Q1 2022 and has held it in 18 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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