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NEOS Investment Management’s Iron Mountain IRM Stock Holding History

NEOS Investment 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 		$14M Buy
110,692
+9,630
+10% +$1.18M 0.05% 222
2026
Q1 		$10.3M Buy
101,062
+836
+0.8% +$83.2K 0.05% 236
2025
Q4 		$8.31M Buy
100,226
+17,348
+21% +$1.62M 0.05% 257
2025
Q3 		$8.45M Buy
82,878
+43,818
+112% +$4.22M 0.06% 219
2025
Q2 		$4.01M Buy
39,060
+12,969
+50% +$1.22M 0.05% 275
2025
Q1 		$2.24M Buy
26,091
+10,064
+63% +$970K 0.04% 314
2024
Q4 		$1.68M Buy
16,027
+3,730
+30% +$438K 0.04% 318
2024
Q3 		$1.46M Buy
12,297
+2,436
+25% +$261K 0.04% 315
2024
Q2 		$884K Buy
9,861
+2,988
+43% +$242K 0.04% 351
2024
Q1 		$551K Buy
6,873
+2,749
+67% +$199K 0.03% 358
2023
Q4 		$289K Buy
+4,124
New +$259K 0.03% 399

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

NEOS Investment Management's IRM Position: Q2 2026 in Review

NEOS Investment Management increased its Iron Mountain (IRM) stake by 9.5% in Q2 2026, buying an estimated $1.18M and bringing the position to 110,692 shares worth $14M. The position accounts for 0.05% of the portfolio, ranked #222.

NEOS Investment Management first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • NEOS Investment Management held 110,692 shares of Iron Mountain worth $14M as of Q2 2026.
  • NEOS Investment Management bought 9,630 Iron Mountain shares in Q2 2026, an estimated $1.18M.
  • Iron Mountain made up 0.05% of NEOS Investment Management's portfolio in Q2 2026, its #222 holding.
  • NEOS Investment Management first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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