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IRM icon

&Partners’s Iron Mountain IRM Stock Holding History

&Partners’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 		$9.89M Buy
78,284
+4,930
+7% +$604K 0.04% 384
2026
Q1 		$7.49M Sell
73,354
-17
-0% -$1.69K 0.04% 415
2025
Q4 		$6.09M Buy
73,371
+51,129
+230% +$4.79M 0.03% 437
2025
Q3 		$2.27M Buy
22,242
+5,911
+36% +$569K 0.01% 702
2025
Q2 		$1.67M Buy
16,331
+6,592
+68% +$621K 0.01% 744
2025
Q1 		$827K Buy
9,739
+162
+2% +$15.6K 0.01% 898
2024
Q4 		$1.01M Buy
9,577
+1,283
+15% +$151K 0.01% 762
2024
Q3 		$965K Buy
+8,294
New +$887K 0.02% 581
2024
Q1 		– Sell
-3,110
Closed -$217K – 500
2023
Q4 		$217K Buy
+3,110
New +$195K 0.05% 257

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

&Partners's IRM Position: Q2 2026 in Review

&Partners increased its Iron Mountain (IRM) stake by 6.7% in Q2 2026, buying an estimated $604K and bringing the position to 78,284 shares worth $9.89M. The position accounts for 0.04% of the portfolio, ranked #384.

&Partners first reported a position in IRM in Q4 2023 and has held it in 9 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • &Partners held 78,284 shares of Iron Mountain worth $9.89M as of Q2 2026.
  • &Partners bought 4,930 Iron Mountain shares in Q2 2026, an estimated $604K.
  • Iron Mountain made up 0.04% of &Partners's portfolio in Q2 2026, its #384 holding.
  • &Partners first reported a position in Iron Mountain in Q4 2023 and has held it in 9 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.