R.M. Davis Inc’s Iron Mountain IRM Stock Holding History

R.M. Davis Inc’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	$419K	Hold	3,318	–	–	0.01%	220
2026 Q1	$339K	Hold	3,318	–	–	0.01%	230
2025 Q4	$275K	Sell	3,318 -1,300	-28%	-$122K	﹤0.01%	242
2025 Q3	$471K	Sell	4,618 -200	-4%	-$19.3K	0.01%	207
2025 Q2	$494K	Sell	4,818 -600	-11%	-$56.6K	0.01%	205
2025 Q1	$466K	Hold	5,418	–	–	0.01%	210
2024 Q4	$569K	Sell	5,418 -268	-5%	-$31.5K	0.01%	182
2024 Q3	$676K	Hold	5,686	–	–	0.01%	169
2024 Q2	$510K	Buy	5,686 +2,268	+66%	+$184K	0.01%	192
2024 Q1	$274K	Hold	3,418	–	–	0.01%	234
2023 Q4	$239K	Hold	3,418	–	–	0.01%	242
2023 Q3	$203K	Buy	+3,418	New	+$209K	0.01%	263
2022 Q2	–	Sell	-6,422	Closed	-$356K	–	269
2022 Q1	$356K	Buy	+6,422	New	+$306K	0.01%	212

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

R.M. Davis Inc's IRM Position: Q2 2026 in Review

R.M. Davis Inc held its Iron Mountain (IRM) position steady in Q2 2026 at 3,318 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #220.

R.M. Davis Inc first reported a position in IRM in Q1 2022 and has held it in 13 quarters since. The position peaked at $676K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

R.M. Davis Inc held 3,318 shares of Iron Mountain worth $419K as of Q2 2026.
R.M. Davis Inc left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.01% of R.M. Davis Inc's portfolio in Q2 2026, its #220 holding.
R.M. Davis Inc first reported a position in Iron Mountain in Q1 2022 and has held it in 13 quarters since.
R.M. Davis Inc's Iron Mountain position peaked at $676K in Q3 2024.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.