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Matthew Hamilton Rosenberg’s Iron Mountain IRM Stock Holding History

Matthew Hamilton Rosenberg’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 		$99.5K Sell
788
-2
-0.3% -$245 0.02% 344
2026
Q1 		$80.7K Sell
790
-180
-19% -$17.9K 0.02% 360
2025
Q4 		$80.5K Sell
970
-152
-14% -$14.2K 0.02% 359
2025
Q3 		$114K Sell
1,122
-3
-0.3% -$289 0.02% 305
2025
Q2 		$115K Sell
1,125
-555
-33% -$52.3K 0.03% 304
2025
Q1 		$145K Buy
1,680
+605
+56% +$58.3K 0.04% 244
2024
Q4 		$113K Buy
+1,075
New +$126K 0.03% 287

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

Matthew Hamilton Rosenberg's IRM Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its Iron Mountain (IRM) stake by 0.25% in Q2 2026, selling an estimated $245 and leaving 788 shares worth $99.5K. The position accounts for 0.02% of the portfolio, ranked #344.

Matthew Hamilton Rosenberg first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $145K in Q1 2025. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Matthew Hamilton Rosenberg held 788 shares of Iron Mountain worth $99.5K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 2 Iron Mountain shares in Q2 2026, an estimated $245.
  • Iron Mountain made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #344 holding.
  • Matthew Hamilton Rosenberg first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • Matthew Hamilton Rosenberg's Iron Mountain position peaked at $145K in Q1 2025.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.