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Plato Investment Management’s Iron Mountain IRM Stock Holding History

Plato Investment 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 		$217K Buy
+1,725
New +$211K 0.01% 403
2025
Q1 		– Sell
-1,661
Closed -$175K – 568
2024
Q4 		$175K Hold
1,661
– – 0.01% 419
2024
Q3 		$197K Hold
1,661
– – 0.02% 384
2024
Q2 		$149K Hold
1,661
– – 0.01% 353
2024
Q1 		$133K Hold
1,661
– – 0.01% 338
2023
Q4 		$116K Buy
+1,661
New +$104K 0.14% 141

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

Plato Investment Management's IRM Position: Q2 2026 in Review

Plato Investment Management opened a new position in Iron Mountain (IRM) in Q2 2026: 1,725 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Plato Investment Management previously reported a position in IRM as recently as Q4 2024.

Plato Investment Management first reported a position in IRM in Q4 2023 and has held it in 6 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Plato Investment Management held 1,725 shares of Iron Mountain worth $217K as of Q2 2026.
  • Iron Mountain was a new Plato Investment Management position in Q2 2026.
  • Iron Mountain made up 0.01% of Plato Investment Management's portfolio in Q2 2026, its #403 holding.
  • Plato Investment Management first reported a position in Iron Mountain in Q4 2023 and has held it in 6 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.