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Osbon Capital Management’s Iron Mountain IRM Stock Holding History

Osbon Capital 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 		$33.6K Buy
266
+105
+65% +$12.9K 0.03% 152
2026
Q1 		$16.4K Buy
+161
New +$16K 0.01% 248

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

Osbon Capital Management's IRM Position: Q2 2026 in Review

Osbon Capital Management increased its Iron Mountain (IRM) stake by 65% in Q2 2026, buying an estimated $12.9K and bringing the position to 266 shares worth $33.6K. The position accounts for 0.03% of the portfolio, ranked #152.

Osbon Capital Management first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Osbon Capital Management held 266 shares of Iron Mountain worth $33.6K as of Q2 2026.
  • Osbon Capital Management bought 105 Iron Mountain shares in Q2 2026, an estimated $12.9K.
  • Iron Mountain made up 0.03% of Osbon Capital Management's portfolio in Q2 2026, its #152 holding.
  • Osbon Capital Management first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.