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MOTCO’s Iron Mountain IRM Stock Holding History

MOTCO’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 		$884 Buy
+7
New +$858 ﹤0.01% 601
2023
Q2 		– Sell
-113
Closed -$5.98K – 1040
2023
Q1 		$5.98K Buy
+113
New +$5.92K ﹤0.01% 492
2021
Q1 		– Sell
-9
Closed – – 685
2020
Q4 		$0 Hold
9
– – ﹤0.01% 833
2020
Q3 		$0 Hold
9
– – ﹤0.01% 731
2020
Q2 		$0 Hold
9
– – ﹤0.01% 702
2020
Q1 		$0 Buy
+9
New +$272 ﹤0.01% 701
2019
Q3 		– Sell
-117
Closed -$4K – 629
2019
Q2 		$4K Buy
+117
New +$3.83K ﹤0.01% 738

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

MOTCO's IRM Position: Q2 2026 in Review

MOTCO opened a new position in Iron Mountain (IRM) in Q2 2026: 7 shares worth $884. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: MOTCO previously reported a position in IRM as recently as Q1 2023.

MOTCO first reported a position in IRM in Q2 2019 and has held it in 7 quarters since. The position peaked at $5.98K in Q1 2023. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • MOTCO held 7 shares of Iron Mountain worth $884 as of Q2 2026.
  • Iron Mountain was a new MOTCO position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #601 holding.
  • MOTCO first reported a position in Iron Mountain in Q2 2019 and has held it in 7 quarters since.
  • MOTCO's Iron Mountain position peaked at $5.98K in Q1 2023.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.