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Mitchell McLeod Pugh & Williams’s Iron Mountain IRM Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$1.73M Buy
13,700
+3,500
+34% +$429K 0.21% 91
2026
Q1 		$1.04M Hold
10,200
– – 0.15% 123
2025
Q4 		$977K Buy
+10,200
New +$955K 0.14% 132

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

Mitchell McLeod Pugh & Williams's IRM Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Iron Mountain (IRM) stake by 34% in Q2 2026, buying an estimated $429K and bringing the position to 13,700 shares worth $1.73M. The position accounts for 0.21% of the portfolio, ranked #91.

Mitchell McLeod Pugh & Williams first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 13,700 shares of Iron Mountain worth $1.73M as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 3,500 Iron Mountain shares in Q2 2026, an estimated $429K.
  • Iron Mountain made up 0.21% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #91 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.