MAM
IRM icon

Morse Asset Management’s Iron Mountain IRM Stock Holding History

Morse Asset 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 		$111K Buy
875
+375
+75% +$46K 0.02% 187
2026
Q1 		$51.1K Hold
500
– – 0.01% 230
2025
Q4 		$41.5K Sell
500
-1,655
-77% -$155K 0.01% 235
2025
Q3 		$220K Buy
2,155
+1,105
+105% +$106K 0.04% 149
2025
Q2 		$108K Sell
1,050
-1,000
-49% -$94.3K 0.02% 174
2025
Q1 		$176K Sell
2,050
-25,460
-93% -$2.45M 0.04% 148
2024
Q4 		$2.89M Sell
27,510
-500
-2% -$58.7K 0.66% 43
2024
Q3 		$3.33M Sell
28,010
-105
-0.4% -$11.2K 0.72% 39
2024
Q2 		$2.52M Sell
28,115
-1,000
-3% -$80.9K 0.61% 46
2024
Q1 		$2.33M Sell
29,115
-7,075
-20% -$512K 0.6% 53
2023
Q4 		$2.53M Hold
36,190
– – 0.75% 43
2023
Q3 		$2.15M Buy
36,190
+700
+2% +$42.8K 0.68% 47
2023
Q2 		$2.02M Buy
35,490
+17,575
+98% +$962K 0.61% 51
2023
Q1 		$948K Buy
17,915
+8,545
+91% +$448K 0.32% 76
2022
Q4 		$467K Buy
9,370
+120
+1% +$6.06K 0.17% 106
2022
Q3 		$407K Buy
9,250
+100
+1% +$5.05K 0.15% 107
2022
Q2 		$446K Buy
9,150
+3,150
+53% +$166K 0.14% 113
2022
Q1 		$332K Buy
6,000
+1,000
+20% +$47.6K 0.08% 146
2021
Q4 		$262K Buy
+5,000
New +$236K 0.06% 153
2020
Q4 		– Sell
-8,500
Closed -$228K – 152
2020
Q3 		$228K Buy
+8,500
New +$242K 0.07% 123

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

Morse Asset Management's IRM Position: Q2 2026 in Review

Morse Asset Management increased its Iron Mountain (IRM) stake by 75% in Q2 2026, buying an estimated $46K and bringing the position to 875 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #187.

Morse Asset Management first reported a position in IRM in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.33M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Morse Asset Management held 875 shares of Iron Mountain worth $111K as of Q2 2026.
  • Morse Asset Management bought 375 Iron Mountain shares in Q2 2026, an estimated $46K.
  • Iron Mountain made up 0.02% of Morse Asset Management's portfolio in Q2 2026, its #187 holding.
  • Morse Asset Management first reported a position in Iron Mountain in Q3 2020 and has held it in 20 quarters since.
  • Morse Asset Management's Iron Mountain position peaked at $3.33M in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.