Ray Dalio
IRM icon

Ray Dalio’s Iron Mountain IRM Stock Holding History

Ray Dalio’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 		– Sell
-4,694
Closed -$479K – 1088
2026
Q1 		$479K Buy
+4,694
New +$467K ﹤0.01% 889
2025
Q1 		– Sell
-2,074
Closed -$218K – 737
2024
Q4 		$218K Buy
+2,074
New +$244K ﹤0.01% 669
2023
Q1 		– Sell
-90,623
Closed -$4.52M – 803
2022
Q4 		$4.52M Buy
90,623
+29,163
+47% +$1.47M 0.02% 382
2022
Q3 		$2.7M Buy
61,460
+4,276
+7% +$216K 0.01% 495
2022
Q2 		$2.78M Buy
57,184
+8,360
+17% +$440K 0.01% 614
2022
Q1 		$2.7M Buy
48,824
+21,853
+81% +$1.04M 0.01% 616
2021
Q4 		$1.41M Buy
+26,971
New +$1.27M 0.01% 514
2020
Q3 		– Sell
-10,480
Closed -$274K – 476
2020
Q2 		$274K Sell
10,480
-5,295
-34% -$134K ﹤0.01% 339
2020
Q1 		$375K Buy
+15,775
New +$477K 0.01% 318
2019
Q4 		– Sell
-48,484
Closed -$1.57M – 530
2019
Q3 		$1.57M Buy
48,484
+35,573
+276% +$1.12M 0.01% 208
2019
Q2 		$404K Buy
+12,911
New +$423K ﹤0.01% 274
2019
Q1 		– Sell
-81,746
Closed -$2.65M – 407
2018
Q4 		$2.65M Buy
81,746
+72,226
+759% +$2.37M 0.02% 207
2018
Q3 		$329K Sell
9,520
-16,666
-64% -$594K ﹤0.01% 310
2018
Q2 		$917K Sell
26,186
-20,229
-44% -$683K 0.01% 257
2018
Q1 		$1.52M Buy
+46,415
New +$1.56M 0.01% 214
2017
Q3 		– Sell
-6,038
Closed -$207K – 337
2017
Q2 		$207K Buy
+6,038
New +$211K ﹤0.01% 332
2015
Q3 		– Sell
-11,603
Closed -$360K – 469
2015
Q2 		$360K Buy
+11,603
New +$406K ﹤0.01% 288
2014
Q3 		– Sell
-19,743
Closed -$647K – 396
2014
Q2 		$647K Buy
+19,743
New +$536K ﹤0.01% 246

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 $3.38T AUM 44.17% 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

Ray Dalio's IRM Position: Q2 2026 in Review

Ray Dalio sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 4,694 shares — an estimated $479K sold.

Ray Dalio first reported a position in IRM in Q2 2014 and held it in 18 quarters. The position peaked at $4.52M in Q4 2022. 1,175 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Ray Dalio reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Ray Dalio sold 4,694 Iron Mountain shares in Q2 2026, an estimated $479K.
  • Ray Dalio first reported a position in Iron Mountain in Q2 2014 and held it in 18 quarters.
  • Ray Dalio's Iron Mountain position peaked at $4.52M in Q4 2022.
  • 1,175 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.