Proficio Capital Partners’s Iron Mountain IRM Stock Holding History

Proficio Capital 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	$282K	Buy	+2,229	New	+$273K	0.01%	521
2019 Q3	–	Sell	-67	Closed	-$2K	–	818
2019 Q2	$2K	Sell	67 -23	-26%	-$754	﹤0.01%	1549
2019 Q1	$3K	Buy	90 +23	+34%	+$812	﹤0.01%	1247
2018 Q4	$2K	Buy	67 +13	+24%	+$426	﹤0.01%	1016
2018 Q3	$2K	Sell	54 -31	-36%	-$1.1K	﹤0.01%	1087
2018 Q2	$3K	Hold	85	–	–	﹤0.01%	1079
2018 Q1	$3K	Buy	85 +17	+25%	+$573	﹤0.01%	1080
2017 Q4	$3K	Hold	68	–	–	﹤0.01%	1065
2017 Q3	$3K	Hold	68	–	–	﹤0.01%	1028
2017 Q2	$3K	Hold	68	–	–	﹤0.01%	1043
2017 Q1	$2K	Buy	68 +7	+11%	+$248	﹤0.01%	1140
2016 Q4	$2K	Buy	+61	New	+$2.03K	﹤0.01%	916
2016 Q1	–	Sell	-55	Closed	-$1K	–	1108
2015 Q4	$1K	Buy	+55	New	+$1.61K	﹤0.01%	780

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Proficio Capital Partners's IRM Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Iron Mountain (IRM) in Q2 2026: 2,229 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in IRM as recently as Q2 2019.

Proficio Capital Partners first reported a position in IRM in Q4 2015 and has held it in 13 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Proficio Capital Partners held 2,229 shares of Iron Mountain worth $282K as of Q2 2026.
Iron Mountain was a new Proficio Capital Partners position in Q2 2026.
Iron Mountain made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #521 holding.
Proficio Capital Partners first reported a position in Iron Mountain in Q4 2015 and has held it in 13 quarters since.
1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.