PAM
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Pegasus Asset Management’s Iron Mountain IRM Stock Holding History

Pegasus 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 		$227K Buy
+1,800
New +$221K 0.06% 70
2025
Q3 		– Sell
-1,950
Closed -$200K – 71
2025
Q2 		$200K Buy
+1,950
New +$184K 0.07% 72
2025
Q1 		– Sell
-2,300
Closed -$242K – 66
2024
Q4 		$242K Hold
2,300
– – 0.09% 62
2024
Q3 		$273K Hold
2,300
– – 0.1% 64
2024
Q2 		$206K Sell
2,300
-9,195
-80% -$744K 0.08% 69
2024
Q1 		$922K Hold
11,495
– – 0.36% 48
2023
Q4 		$804K Hold
11,495
– – 0.34% 50
2023
Q3 		$683K Hold
11,495
– – 0.32% 53
2023
Q2 		$653K Buy
11,495
+435
+4% +$23.8K 0.29% 54
2023
Q1 		$585K Hold
11,060
– – 0.29% 54
2022
Q4 		$551K Hold
11,060
– – 0.3% 55
2022
Q3 		$486K Sell
11,060
-435
-4% -$22K 0.27% 60
2022
Q2 		$560K Hold
11,495
– – 0.3% 56
2022
Q1 		$637K Hold
11,495
– – 0.28% 62
2021
Q4 		$602K Sell
11,495
-80
-0.7% -$3.78K 0.25% 65
2021
Q3 		$503K Sell
11,575
-720
-6% -$32.4K 0.23% 66
2021
Q2 		$520K Hold
12,295
– – 0.24% 64
2021
Q1 		$455K Hold
12,295
– – 0.23% 65
2020
Q4 		$362K Sell
12,295
-60
-0.5% -$1.67K 0.2% 65
2020
Q3 		$331K Buy
12,355
+405
+3% +$11.5K 0.21% 65
2020
Q2 		$312K Hold
11,950
– – 0.21% 62
2020
Q1 		$284K Buy
11,950
+970
+9% +$29.4K 0.23% 60
2019
Q4 		$350K Buy
10,980
+850
+8% +$27.9K 0.23% 64
2019
Q3 		$328K Buy
10,130
+2,245
+28% +$70.5K 0.24% 62
2019
Q2 		$247K Sell
7,885
-270
-3% -$8.85K 0.19% 66
2019
Q1 		$289K Buy
8,155
+770
+10% +$27.2K 0.24% 62
2018
Q4 		$239K Sell
7,385
-255
-3% -$8.36K 0.23% 63
2018
Q3 		$264K Hold
7,640
– – 0.22% 63
2018
Q2 		$267K Buy
7,640
+120
+2% +$4.05K 0.25% 62
2018
Q1 		$247K Buy
+7,520
New +$253K 0.24% 65

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

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

Pegasus Asset Management opened a new position in Iron Mountain (IRM) in Q2 2026: 1,800 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #70 among its holdings. This is a return to the name: Pegasus Asset Management previously reported a position in IRM as recently as Q2 2025.

Pegasus Asset Management first reported a position in IRM in Q1 2018 and has held it in 30 quarters since. The position peaked at $922K in Q1 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Pegasus Asset Management held 1,800 shares of Iron Mountain worth $227K as of Q2 2026.
  • Iron Mountain was a new Pegasus Asset Management position in Q2 2026.
  • Iron Mountain made up 0.06% of Pegasus Asset Management's portfolio in Q2 2026, its #70 holding.
  • Pegasus Asset Management first reported a position in Iron Mountain in Q1 2018 and has held it in 30 quarters since.
  • Pegasus Asset Management's Iron Mountain position peaked at $922K in Q1 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Pegasus Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.