OIAM
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OFI Invest Asset Management’s Iron Mountain IRM Stock Holding History

OFI Invest 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 		$1.68M Buy
13,687
+4,963
+57% +$608K 0.02% 239
2026
Q1 		$891K Buy
8,724
+5,280
+153% +$525K 0.01% 252
2025
Q4 		$286K Buy
+3,444
New +$322K ﹤0.01% 313

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

OFI Invest Asset Management's IRM Position: Q2 2026 in Review

OFI Invest Asset Management increased its Iron Mountain (IRM) stake by 57% in Q2 2026, buying an estimated $608K and bringing the position to 13,687 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #239.

OFI Invest Asset Management first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • OFI Invest Asset Management held 13,687 shares of Iron Mountain worth $1.68M as of Q2 2026.
  • OFI Invest Asset Management bought 4,963 Iron Mountain shares in Q2 2026, an estimated $608K.
  • Iron Mountain made up 0.02% of OFI Invest Asset Management's portfolio in Q2 2026, its #239 holding.
  • OFI Invest Asset Management first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 713 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.