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 Q2	$284K	Buy	2,250 +3	+0.1%	+$368	0.06%	199
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mystic Asset Management's IRM Position: Q2 2026 in Review

Mystic Asset Management increased its Iron Mountain (IRM) stake by 0.13% in Q2 2026, buying an estimated $368 and bringing the position to 2,250 shares worth $284K. The position accounts for 0.06% of the portfolio, ranked #199.

Mystic Asset Management first reported a position in IRM in Q4 2021 and has held it in 7 quarters since. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Mystic Asset Management held 2,250 shares of Iron Mountain worth $284K as of Q2 2026.
Mystic Asset Management bought 3 Iron Mountain shares in Q2 2026, an estimated $368.
Iron Mountain made up 0.06% of Mystic Asset Management's portfolio in Q2 2026, its #199 holding.
Mystic Asset Management first reported a position in Iron Mountain in Q4 2021 and has held it in 7 quarters since.
1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.