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Ranch Capital Advisors’s Iron Mountain IRM Stock Holding History

Ranch Capital Advisors’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 		$5.41M Buy
42,611
+3,378
+9% +$414K 1.71% 11
2026
Q1 		$4.03M Buy
39,233
+1,594
+4% +$159K 1.46% 18
2025
Q4 		$3.15M Buy
37,639
+893
+2% +$83.6K 1.16% 27
2025
Q3 		$3.77M Buy
36,746
+1,499
+4% +$144K 1.46% 19
2025
Q2 		$3.64M Buy
35,247
+1,048
+3% +$98.8K 1.58% 18
2025
Q1 		$2.96M Buy
34,199
+1,136
+3% +$109K 1.41% 19
2024
Q4 		$3.49M Sell
33,063
-420
-1% -$49.3K 1.65% 15
2024
Q3 		$4M Sell
33,483
-457
-1% -$48.9K 1.89% 13
2024
Q2 		$3.06M Sell
33,940
-323
-0.9% -$26.1K 1.6% 13
2024
Q1 		$2.77M Buy
34,263
+207
+0.6% +$15K 1.49% 15
2023
Q4 		$2.4M Buy
34,056
+598
+2% +$37.5K 1.5% 14
2023
Q3 		$2.01M Sell
33,458
-742
-2% -$45.3K 1.4% 16
2023
Q2 		$1.96M Sell
34,200
-341
-1% -$18.7K 1.38% 17
2023
Q1 		$1.83M Buy
34,541
+1,299
+4% +$68.1K 1.34% 18
2022
Q4 		$1.66M Buy
33,242
+84
+0.3% +$4.24K 1.3% 20
2022
Q3 		$1.46M Sell
33,158
-14,659
-31% -$740K 1.19% 20
2022
Q2 		$2.33M Buy
47,817
+1,776
+4% +$93.5K 1.79% 9
2022
Q1 		$2.55M Buy
46,041
+2,723
+6% +$130K 1.69% 8
2021
Q4 		$2.27M Buy
43,318
+455
+1% +$21.5K 1.47% 13
2021
Q3 		$1.86M Buy
42,863
+6,971
+19% +$314K 1.16% 16
2021
Q2 		$1.52M Buy
35,892
+1,401
+4% +$58.8K 0.91% 20
2021
Q1 		$1.28M Buy
34,491
+11,538
+50% +$386K 0.84% 26
2020
Q4 		$676K Buy
22,953
+555
+2% +$15.4K 0.49% 63
2020
Q3 		$600K Buy
22,398
+2,103
+10% +$59.8K 0.48% 67
2020
Q2 		$603K Sell
20,295
-1,941
-9% -$49K 0.47% 66
2020
Q1 		$529K Buy
22,236
+4,100
+23% +$124K 0.52% 55
2019
Q4 		$578K Buy
18,136
+3,025
+20% +$99.2K 0.47% 61
2019
Q3 		$489K Buy
+15,111
New +$475K 0.52% 64

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

Ranch Capital Advisors's IRM Position: Q2 2026 in Review

Ranch Capital Advisors increased its Iron Mountain (IRM) stake by 8.6% in Q2 2026, buying an estimated $414K and bringing the position to 42,611 shares worth $5.41M. The position accounts for 1.71% of the portfolio, ranked #11.

Ranch Capital Advisors first reported a position in IRM in Q3 2019 and has held it in 28 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Ranch Capital Advisors held 42,611 shares of Iron Mountain worth $5.41M as of Q2 2026.
  • Ranch Capital Advisors bought 3,378 Iron Mountain shares in Q2 2026, an estimated $414K.
  • Iron Mountain made up 1.71% of Ranch Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Ranch Capital Advisors first reported a position in Iron Mountain in Q3 2019 and has held it in 28 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.