MA
IRM icon

Montag & Associates’s Iron Mountain IRM Stock Holding History

Montag & Associates’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 		$384K Hold
3,019
– – 0.02% 346
2026
Q1 		$311K Hold
3,019
– – 0.01% 364
2025
Q4 		$253K Sell
3,019
-5,569
-65% -$521K 0.01% 380
2025
Q3 		$880K Sell
8,588
-1,290
-13% -$124K 0.04% 252
2025
Q2 		$1.02M Hold
9,878
– – 0.05% 237
2025
Q1 		$855K Hold
9,878
– – 0.04% 255
2024
Q4 		$1.05M Sell
9,878
-400
-4% -$47K 0.05% 242
2024
Q3 		$1.23M Buy
10,278
+7
+0.1% +$749 0.06% 226
2024
Q2 		$927K Buy
10,271
+700
+7% +$56.7K 0.05% 240
2024
Q1 		$774K Sell
9,571
-825
-8% -$59.7K 0.04% 275
2023
Q4 		$734K Buy
10,396
+825
+9% +$51.8K 0.04% 266
2023
Q3 		$575K Sell
9,571
-323
-3% -$19.7K 0.04% 276
2023
Q2 		$568K Hold
9,894
– – 0.04% 270
2023
Q1 		$530K Hold
9,894
– – 0.03% 272
2022
Q4 		$499K Hold
9,894
– – 0.03% 260
2022
Q3 		$441K Sell
9,894
-149
-1% -$7.52K 0.03% 271
2022
Q2 		$495K Sell
10,043
-550
-5% -$28.9K 0.03% 265
2022
Q1 		$587K Buy
10,593
+4,828
+84% +$230K 0.03% 273
2021
Q4 		$302K Buy
5,765
+550
+11% +$26K 0.01% 349
2021
Q3 		$227K Buy
+5,215
New +$235K 0.01% 368

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 $3.38T AUM 44.17% 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

Montag & Associates's IRM Position: Q2 2026 in Review

Montag & Associates held its Iron Mountain (IRM) position steady in Q2 2026 at 3,019 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #346.

Montag & Associates first reported a position in IRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.23M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Montag & Associates held 3,019 shares of Iron Mountain worth $384K as of Q2 2026.
  • Montag & Associates left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.02% of Montag & Associates's portfolio in Q2 2026, its #346 holding.
  • Montag & Associates first reported a position in Iron Mountain in Q3 2021 and has held it in 20 quarters since.
  • Montag & Associates's Iron Mountain position peaked at $1.23M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.