MV Capital Management
IRM icon

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
Q3 		$12.5K Buy
113
+3
+3% +$359 ﹤0.01% 522
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% +$1.22K ﹤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 		$4.94K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

MV Capital Management's IRM Position: Q3 2026 in Review

MV Capital Management increased its Iron Mountain (IRM) stake by 2.7% in Q3 2026, buying an estimated $359 and bringing the position to 113 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

MV Capital Management first reported a position in IRM in Q2 2021 and has held it in 22 quarters since. The position peaked at $18.7K in Q3 2025. 666 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • MV Capital Management held 113 shares of Iron Mountain worth $12.5K as of Q3 2026.
  • MV Capital Management bought 3 Iron Mountain shares in Q3 2026, an estimated $359.
  • Iron Mountain made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #522 holding.
  • MV Capital Management first reported a position in Iron Mountain in Q2 2021 and has held it in 22 quarters since.
  • MV Capital Management's Iron Mountain position peaked at $18.7K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.