O'Shaughnessy Asset Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.52M | Sell |
35,776
-9,823
| -22% | -$1.2M | 0.02% | 588 |
|
|
2026
Q1 | $4.66M | Buy |
45,599
+13,151
| +41% | +$1.31M | 0.02% | 558 |
|
|
2025
Q4 | $2.69M | Sell |
32,448
-4,656
| -13% | -$436K | 0.01% | 720 |
|
|
2025
Q3 | $3.78M | Buy |
37,104
+578
| +2% | +$55.7K | 0.02% | 598 |
|
|
2025
Q2 | $3.75M | Buy |
36,526
+8,157
| +29% | +$769K | 0.03% | 560 |
|
|
2025
Q1 | $2.44M | Buy |
28,369
+3,896
| +16% | +$375K | 0.02% | 630 |
|
|
2024
Q4 | $2.57M | Buy |
24,473
+3,008
| +14% | +$353K | 0.02% | 584 |
|
|
2024
Q3 | $2.6M | Buy |
21,465
+3,177
| +17% | +$340K | 0.02% | 575 |
|
|
2024
Q2 | $1.64M | Buy |
18,288
+2,944
| +19% | +$238K | 0.02% | 669 |
|
|
2024
Q1 | $1.23M | Buy |
15,344
+3,906
| +34% | +$283K | 0.01% | 745 |
|
|
2023
Q4 | $800K | Buy |
11,438
+3,662
| +47% | +$230K | 0.01% | 829 |
|
|
2023
Q3 | $462K | Buy |
7,776
+979
| +14% | +$59.8K | 0.01% | 959 |
|
|
2023
Q2 | $386K | Buy |
6,797
+381
| +6% | +$20.9K | 0.01% | 971 |
|
|
2023
Q1 | $339K | Sell |
6,416
-72
| -1% | -$3.77K | 0.01% | 1006 |
|
|
2022
Q4 | $323K | Buy |
6,488
+144
| +2% | +$7.27K | 0.01% | 949 |
|
|
2022
Q3 | $279K | Buy |
6,344
+1,917
| +43% | +$96.8K | 0.01% | 962 |
|
|
2022
Q2 | $216K | Sell |
4,427
-185
| -4% | -$9.74K | ﹤0.01% | 997 |
|
|
2022
Q1 | $256K | Buy |
+4,612
| New | +$220K | ﹤0.01% | 962 |
|
|
2021
Q4 | – | Sell |
-3,145
| Closed | -$137K | – | 1841 |
|
|
2021
Q3 | $137K | Buy |
3,145
+25
| +0.8% | +$1.13K | ﹤0.01% | 1220 |
|
|
2021
Q2 | $132K | Buy |
3,120
+1,818
| +140% | +$76.2K | ﹤0.01% | 1210 |
|
|
2021
Q1 | $48K | Buy |
1,302
+1,131
| +661% | +$37.8K | ﹤0.01% | 1409 |
|
|
2020
Q4 | $5K | Sell |
171
-221
| -56% | -$6.13K | ﹤0.01% | 1671 |
|
|
2020
Q3 | $10K | Buy |
392
+305
| +351% | +$8.68K | ﹤0.01% | 1357 |
|
|
2020
Q2 | $2K | Buy |
87
+86
| +8,600% | +$2.17K | ﹤0.01% | 1500 |
|
|
2020
Q1 | $0 | Sell |
1
-37
| -97% | -$1.12K | ﹤0.01% | 1530 |
|
|
2019
Q4 | $1K | Buy |
38
+37
| +3,700% | +$1.21K | ﹤0.01% | 1747 |
|
|
2019
Q3 | $0 | Sell |
1
-1
| -50% | -$31 | ﹤0.01% | 1107 |
|
|
2019
Q2 | $0 | Buy |
2
+1
| +100% | +$33 | ﹤0.01% | 1101 |
|
|
2019
Q1 | $0 | Buy |
+1
| New | +$35 | ﹤0.01% | 953 |
|
|
2018
Q4 | – | Sell |
-55
| Closed | -$2K | – | 968 |
|
|
2018
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 851 |
|
|
2018
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 841 |
|
|
2018
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 855 |
|
|
2017
Q4 | $2K | Buy |
55
+30
| +120% | +$1.19K | ﹤0.01% | 868 |
|
|
2017
Q3 | $1K | Buy |
25
+24
| +2,400% | +$897 | ﹤0.01% | 864 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 922 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 917 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 953 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 926 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 959 |
|
|
2016
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 976 |
|
|
2015
Q4 | $0 | Sell |
1
-102
| -99% | -$2.99K | ﹤0.01% | 951 |
|
|
2015
Q3 | $3K | Hold |
103
| – | – | ﹤0.01% | 808 |
|
|
2015
Q2 | $3K | Hold |
103
| – | – | ﹤0.01% | 875 |
|
|
2015
Q1 | $4K | Sell |
103
-5
| -5% | -$193 | ﹤0.01% | 843 |
|
|
2014
Q4 | $4K | Sell |
108
-10,089
| -99% | -$367K | ﹤0.01% | 898 |
|
|
2014
Q3 | $333K | Buy |
+10,197
| New | +$331K | 0.01% | 461 |
|
|
2013
Q4 | – | Sell |
-2,846
| Closed | -$71K | – | 999 |
|
|
2013
Q3 | $71K | Sell |
2,846
-238,453
| -99% | -$6.06M | ﹤0.01% | 592 |
|
|
2013
Q2 | $5.93M | Buy |
+241,299
| New | +$7.79M | 0.16% | 121 |
|
Other funds holding IRM
O'Shaughnessy Asset Management's IRM Position: Q2 2026 in Review
O'Shaughnessy Asset Management reduced its Iron Mountain (IRM) stake by 22% in Q2 2026, selling an estimated $1.2M and leaving 35,776 shares worth $4.52M. The position accounts for 0.02% of the portfolio, ranked #588.
O'Shaughnessy Asset Management first reported a position in IRM in Q2 2013 and has held it in 48 quarters since. The position peaked at $5.93M in Q2 2013. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- O'Shaughnessy Asset Management held 35,776 shares of Iron Mountain worth $4.52M as of Q2 2026.
- O'Shaughnessy Asset Management sold 9,823 Iron Mountain shares in Q2 2026, an estimated $1.2M.
- Iron Mountain made up 0.02% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #588 holding.
- O'Shaughnessy Asset Management first reported a position in Iron Mountain in Q2 2013 and has held it in 48 quarters since.
- O'Shaughnessy Asset Management's Iron Mountain position peaked at $5.93M in Q2 2013.
- 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.