MCM
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MV Capital Management’s Iron Mountain IRM Stock Holding History

MV Capital 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 		$13.9K Sell
110
-50
-31% -$6.13K ﹤0.01% 497
2026
Q1 		$16.3K Buy
160
+5
+3% +$497 ﹤0.01% 469
2025
Q4 		$12.9K Sell
155
-28
-15% -$2.62K ﹤0.01% 493
2025
Q3 		$18.7K Buy
183
+52
+40% +$5.01K ﹤0.01% 446
2025
Q2 		$13.4K Buy
131
+13
+11% +$1.23K ﹤0.01% 491
2025
Q1 		$10.2K Buy
118
+16
+16% +$1.54K ﹤0.01% 512
2024
Q4 		$10.7K Buy
102
+1
+1% +$117 ﹤0.01% 509
2024
Q3 		$12K Buy
101
+1
+1% +$107 ﹤0.01% 506
2024
Q2 		$8.96K Buy
100
+5
+5% +$405 ﹤0.01% 538
2024
Q1 		$7.62K Buy
95
+1
+1% +$72 ﹤0.01% 555
2023
Q4 		$6.58K Buy
94
+11
+13% +$690 ﹤0.01% 571
2023
Q3 		$4.93K Hold
83
– – ﹤0.01% 590
2023
Q2 		$4.72K Buy
83
+3
+4% +$164 ﹤0.01% 598
2023
Q1 		$4.23K Buy
80
+4
+5% +$210 ﹤0.01% 604
2022
Q4 		$3.79K Buy
76
+3
+4% +$151 ﹤0.01% 583
2022
Q3 		$3K Buy
73
+9
+14% +$454 ﹤0.01% 592
2022
Q2 		$3K Buy
64
+3
+5% +$158 ﹤0.01% 600
2022
Q1 		$3K Sell
61
-1
-2% -$48 ﹤0.01% 633
2021
Q4 		$3K Buy
62
+3
+5% +$142 ﹤0.01% 640
2021
Q3 		$3K Buy
59
+43
+269% +$1.94K ﹤0.01% 640
2021
Q2 		$1K Buy
+16
New +$671 ﹤0.01% 662

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

MV Capital Management's IRM Position: Q2 2026 in Review

MV Capital Management reduced its Iron Mountain (IRM) stake by 31% in Q2 2026, selling an estimated $6.13K and leaving 110 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

MV Capital Management first reported a position in IRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $18.7K in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • MV Capital Management held 110 shares of Iron Mountain worth $13.9K as of Q2 2026.
  • MV Capital Management sold 50 Iron Mountain shares in Q2 2026, an estimated $6.13K.
  • Iron Mountain made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #497 holding.
  • MV Capital Management first reported a position in Iron Mountain in Q2 2021 and has held it in 21 quarters since.
  • MV Capital Management's Iron Mountain position peaked at $18.7K in Q3 2025.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.