Rafferty Asset Management
IRM icon

Rafferty Asset Management’s Iron Mountain IRM Stock Holding History

Rafferty 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
Q1 		$2.97M Sell
29,108
-9,111
-24% -$906K 0.01% 517
2025
Q4 		$3.17M Sell
38,219
-1,495
-4% -$140K 0.01% 542
2025
Q3 		$4.05M Buy
39,714
+2,324
+6% +$224K 0.01% 477
2025
Q2 		$3.84M Buy
37,390
+5,361
+17% +$505K 0.01% 451
2025
Q1 		$2.76M Sell
32,029
-6,579
-17% -$634K 0.01% 494
2024
Q4 		$4.06M Sell
38,608
-3,087
-7% -$363K 0.01% 455
2024
Q3 		$4.95M Buy
41,695
+1,226
+3% +$131K 0.02% 429
2024
Q2 		$3.63M Buy
40,469
+5,508
+16% +$446K 0.01% 484
2024
Q1 		$2.8M Sell
34,961
-4,207
-11% -$304K 0.01% 603
2023
Q4 		$2.74M Buy
39,168
+6,561
+20% +$412K 0.01% 586
2023
Q3 		$1.94M Buy
32,607
+1,568
+5% +$95.8K 0.01% 619
2023
Q2 		$1.76M Buy
31,039
+485
+2% +$26.6K 0.01% 684
2023
Q1 		$1.62M Buy
30,554
+4,029
+15% +$211K 0.01% 667
2022
Q4 		$1.32M Buy
26,525
+9,263
+54% +$468K 0.01% 686
2022
Q3 		$759K Buy
17,262
+3,774
+28% +$191K 0.01% 759
2022
Q2 		$657K Sell
13,488
-2,340
-15% -$123K 0.01% 755
2022
Q1 		$877K Buy
15,828
+288
+2% +$13.7K 0.01% 802
2021
Q4 		$813K Sell
15,540
-3,114
-17% -$147K ﹤0.01% 964
2021
Q3 		$811K Sell
18,654
-4,425
-19% -$199K 0.01% 920
2021
Q2 		$977K Buy
23,079
+7,909
+52% +$332K 0.01% 916
2021
Q1 		$561K Buy
15,170
+4,820
+47% +$161K ﹤0.01% 959
2020
Q4 		$305K Sell
10,350
-154
-1% -$4.27K ﹤0.01% 807
2020
Q3 		$281K Sell
10,504
-58,636
-85% -$1.67M ﹤0.01% 831
2020
Q2 		$1.8M Buy
69,140
+56,231
+436% +$1.42M 0.03% 376
2020
Q1 		$307K Sell
12,909
-41,930
-76% -$1.27M 0.01% 435
2019
Q4 		$1.75M Buy
54,839
+4,462
+9% +$146K 0.03% 431
2019
Q3 		$1.63M Sell
50,377
-7,652
-13% -$240K 0.03% 436
2019
Q2 		$1.82M Sell
58,029
-7,465
-11% -$245K 0.03% 442
2019
Q1 		$2.32M Buy
65,494
+9,718
+17% +$343K 0.04% 312
2018
Q4 		$1.81M Sell
55,776
-21,353
-28% -$700K 0.04% 216
2018
Q3 		$2.66M Sell
77,129
-7,964
-9% -$284K 0.04% 216
2018
Q2 		$2.98M Buy
85,093
+13,211
+18% +$446K 0.04% 201
2018
Q1 		$2.36M Buy
71,882
+11,430
+19% +$385K 0.04% 250
2017
Q4 		$2.28M Buy
60,452
+16,622
+38% +$660K 0.04% 244
2017
Q3 		$1.71M Buy
43,830
+4,910
+13% +$183K 0.04% 258
2017
Q2 		$1.34M Sell
38,920
-8,287
-18% -$290K 0.04% 315
2017
Q1 		$1.68M Buy
47,207
+34,111
+260% +$1.21M 0.04% 226
2016
Q4 		$425K Sell
13,096
-3,632
-22% -$121K 0.02% 345
2016
Q3 		$628K Sell
16,728
-11,332
-40% -$437K 0.02% 303
2016
Q2 		$1.12M Buy
28,060
+279
+1% +$10.2K 0.08% 207
2016
Q1 		$942K Buy
27,781
+9,161
+49% +$263K 0.05% 244
2015
Q4 		$514K Sell
18,620
-1,410
-7% -$41.4K 0.06% 350
2015
Q3 		$621K Buy
20,030
+10,239
+105% +$306K 0.05% 331
2015
Q2 		$304K Sell
9,791
-833
-8% -$29.2K 0.02% 448
2015
Q1 		$388K Buy
+10,624
New +$410K 0.03% 385

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rafferty Asset Management's IRM Position: Q1 2026 in Review

Rafferty Asset Management reduced its Iron Mountain (IRM) stake by 24% in Q1 2026, selling an estimated $906K and leaving 29,108 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #517.

Rafferty Asset Management first reported a position in IRM in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.95M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Rafferty Asset Management held 29,108 shares of Iron Mountain worth $2.97M as of Q1 2026.
  • Rafferty Asset Management sold 9,111 Iron Mountain shares in Q1 2026, an estimated $906K.
  • Iron Mountain made up 0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #517 holding.
  • Rafferty Asset Management first reported a position in Iron Mountain in Q1 2015 and has held it in 45 quarters since.
  • Rafferty Asset Management's Iron Mountain position peaked at $4.95M in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.