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Quest Investment Management’s Iron Mountain IRM Stock Holding History

Quest 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 		$374K Sell
2,958
-1,479
-33% -$181K 0.04% 99
2026
Q1 		$453K Buy
4,437
+9
+0.2% +$895 0.05% 100
2025
Q4 		$367K Buy
4,428
+7
+0.2% +$655 0.04% 104
2025
Q3 		$451K Buy
4,421
+7
+0.2% +$674 0.05% 102
2025
Q2 		$453K Buy
+4,414
New +$416K 0.05% 105

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

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

Quest Investment Management reduced its Iron Mountain (IRM) stake by 33% in Q2 2026, selling an estimated $181K and leaving 2,958 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #99.

Quest Investment Management first reported a position in IRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $453K in Q1 2026. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Quest Investment Management held 2,958 shares of Iron Mountain worth $374K as of Q2 2026.
  • Quest Investment Management sold 1,479 Iron Mountain shares in Q2 2026, an estimated $181K.
  • Iron Mountain made up 0.04% of Quest Investment Management's portfolio in Q2 2026, its #99 holding.
  • Quest Investment Management first reported a position in Iron Mountain in Q2 2025 and has held it in 5 quarters since.
  • Quest Investment Management's Iron Mountain position peaked at $453K in Q1 2026.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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