Oak Thistle LLC’s Iron Mountain IRM Stock Holding History

Oak Thistle LLC’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	–	Sell	-53,641	Closed	-$5.48M	–	556
2026 Q1	$5.48M	Buy	+53,641	New	+$5.34M	0.53%	27
2025 Q4	–	Sell	-11,980	Closed	-$1.22M	–	575
2025 Q3	$1.22M	Buy	11,980 +5,513	+85%	+$531K	0.19%	224
2025 Q2	$663K	Sell	6,467 -14,419	-69%	-$1.36M	0.1%	334
2025 Q1	$1.8M	Buy	20,886 +13,665	+189%	+$1.32M	0.36%	80
2024 Q4	$759K	Buy	7,221 +3,800	+111%	+$446K	0.23%	173
2024 Q3	$407K	Buy	+3,421	New	+$366K	0.13%	289
2024 Q2	–	Sell	-3,039	Closed	-$244K	–	371
2024 Q1	$244K	Buy	+3,039	New	+$220K	0.22%	221
2023 Q4	–	Sell	-9,462	Closed	-$563K	–	533
2023 Q3	$563K	Buy	+9,462	New	+$578K	0.17%	259
2022 Q2	–	Sell	-11,042	Closed	-$612K	–	291
2022 Q1	$612K	Buy	+11,042	New	+$526K	0.32%	119

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

Oak Thistle LLC's IRM Position: Q2 2026 in Review

Oak Thistle LLC sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 53,641 shares — an estimated $5.48M sold.

Oak Thistle LLC first reported a position in IRM in Q1 2022 and held it in 9 quarters. The position peaked at $5.48M in Q1 2026. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Oak Thistle LLC reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
Oak Thistle LLC sold 53,641 Iron Mountain shares in Q2 2026, an estimated $5.48M.
Oak Thistle LLC first reported a position in Iron Mountain in Q1 2022 and held it in 9 quarters.
Oak Thistle LLC's Iron Mountain position peaked at $5.48M in Q1 2026.
1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.