OAM
IRM icon

Oppenheimer Asset Management’s Iron Mountain IRM Stock Holding History

Oppenheimer 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 		$1.76M Sell
13,925
-5,533
-28% -$678K 0.02% 618
2026
Q1 		$1.99M Sell
19,458
-274
-1% -$27.3K 0.02% 550
2025
Q4 		$1.64M Buy
19,732
+2,955
+18% +$277K 0.02% 554
2025
Q3 		$1.71M Buy
16,777
+2,761
+20% +$266K 0.02% 610
2025
Q2 		$1.44M Buy
14,016
+1,173
+9% +$111K 0.02% 667
2025
Q1 		$1.11M Sell
12,843
-1,530
-11% -$147K 0.01% 695
2024
Q4 		$1.51M Sell
14,373
-4,352
-23% -$511K 0.02% 612
2024
Q3 		$2.23M Sell
18,725
-4,521
-19% -$484K 0.03% 507
2024
Q2 		$2.08M Sell
23,246
-788
-3% -$63.8K 0.03% 512
2024
Q1 		$1.93M Sell
24,034
-1,889
-7% -$137K 0.03% 501
2023
Q4 		$1.81M Buy
25,923
+17,608
+212% +$1.1M 0.03% 544
2023
Q3 		$494K Sell
8,315
-4,053
-33% -$248K 0.01% 850
2023
Q2 		$703K Buy
12,368
+4,091
+49% +$224K 0.01% 777
2023
Q1 		$438K Buy
+8,277
New +$434K 0.01% 878
2020
Q2 		– Sell
-1,900
Closed -$45K – 1253
2020
Q1 		$45K Buy
1,900
+226
+14% +$6.84K ﹤0.01% 1278
2019
Q4 		$53K Sell
1,674
-26
-2% -$852 ﹤0.01% 1330
2019
Q3 		$55K Sell
1,700
-14,380
-89% -$452K ﹤0.01% 1328
2019
Q2 		$504K Buy
16,080
+3,249
+25% +$106K 0.01% 811
2019
Q1 		$455K Sell
12,831
-10,296
-45% -$364K 0.01% 828
2018
Q4 		$750K Buy
23,127
+902
+4% +$29.6K 0.02% 649
2018
Q3 		$768K Buy
22,225
+3,318
+18% +$118K 0.02% 689
2018
Q2 		$662K Buy
18,907
+9,885
+110% +$334K 0.02% 713
2018
Q1 		$296K Sell
9,022
-4,711
-34% -$159K 0.01% 937
2017
Q4 		$534K Hold
13,733
– – 0.01% 769
2017
Q3 		$534K Sell
13,733
-395
-3% -$14.8K 0.01% 773
2017
Q2 		$485K Buy
14,128
+5,476
+63% +$192K 0.01% 785
2017
Q1 		$308K Buy
+8,652
New +$306K 0.01% 926

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 $3.38T AUM 44.17% 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

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

Oppenheimer Asset Management reduced its Iron Mountain (IRM) stake by 28% in Q2 2026, selling an estimated $678K and leaving 13,925 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #618.

Oppenheimer Asset Management first reported a position in IRM in Q1 2017 and has held it in 27 quarters since. The position peaked at $2.23M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Oppenheimer Asset Management held 13,925 shares of Iron Mountain worth $1.76M as of Q2 2026.
  • Oppenheimer Asset Management sold 5,533 Iron Mountain shares in Q2 2026, an estimated $678K.
  • Iron Mountain made up 0.02% of Oppenheimer Asset Management's portfolio in Q2 2026, its #618 holding.
  • Oppenheimer Asset Management first reported a position in Iron Mountain in Q1 2017 and has held it in 27 quarters since.
  • Oppenheimer Asset Management's Iron Mountain position peaked at $2.23M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.