MAM
IRM icon

Mystic Asset Management’s Iron Mountain IRM Stock Holding History

Mystic 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
Q1 		$229K Buy
+2,247
New +$224K 0.05% 212
2025
Q4 		– Sell
-2,239
Closed -$228K – 226
2025
Q3 		$228K Buy
2,239
+8
+0.4% +$771 0.05% 215
2025
Q2 		$229K Buy
+2,231
New +$210K 0.06% 209
2025
Q1 		– Sell
-2,226
Closed -$234K – 228
2024
Q4 		$234K Buy
2,226
+1
+0% +$117 0.06% 202
2024
Q3 		$264K Buy
+2,225
New +$238K 0.1% 150
2022
Q1 		– Sell
-2,000
Closed -$104K – 275
2021
Q4 		$104K Buy
+2,000
New +$94.5K 0.05% 196

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mystic Asset Management's IRM Position: Q1 2026 in Review

Mystic Asset Management opened a new position in Iron Mountain (IRM) in Q1 2026: 2,247 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #212 among its holdings. This is a return to the name: Mystic Asset Management previously reported a position in IRM as recently as Q3 2025.

Mystic Asset Management first reported a position in IRM in Q4 2021 and has held it in 6 quarters since. The position peaked at $264K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Mystic Asset Management held 2,247 shares of Iron Mountain worth $229K as of Q1 2026.
  • Iron Mountain was a new Mystic Asset Management position in Q1 2026.
  • Iron Mountain made up 0.05% of Mystic Asset Management's portfolio in Q1 2026, its #212 holding.
  • Mystic Asset Management first reported a position in Iron Mountain in Q4 2021 and has held it in 6 quarters since.
  • Mystic Asset Management's Iron Mountain position peaked at $264K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.