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 Q3	$777	Hold	7	–	–	﹤0.01%	666
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

MOTCO's IRM Position: Q3 2026 in Review

MOTCO held its Iron Mountain (IRM) position steady in Q3 2026 at 7 shares worth $777. The position accounts for ﹤0.01% of the portfolio, ranked #666.

MOTCO first reported a position in IRM in Q2 2019 and has held it in 8 quarters since. The position peaked at $5.98K in Q1 2023. 750 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

MOTCO held 7 shares of Iron Mountain worth $777 as of Q3 2026.
MOTCO left its Iron Mountain share count unchanged in Q3 2026.
Iron Mountain made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #666 holding.
MOTCO first reported a position in Iron Mountain in Q2 2019 and has held it in 8 quarters since.
MOTCO's Iron Mountain position peaked at $5.98K in Q1 2023.
750 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.