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
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 		$2.71M 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ray Dalio's IRM Position: Q1 2026 in Review

Ray Dalio opened a new position in Iron Mountain (IRM) in Q1 2026: 4,694 shares worth $479K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: Ray Dalio previously reported a position in IRM as recently as Q4 2024.

Ray Dalio first reported a position in IRM in Q2 2014 and has held it in 18 quarters since. The position peaked at $4.52M in Q4 2022. 1,087 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Ray Dalio held 4,694 shares of Iron Mountain worth $479K as of Q1 2026.
  • Iron Mountain was a new Ray Dalio position in Q1 2026.
  • Iron Mountain made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #889 holding.
  • Ray Dalio first reported a position in Iron Mountain in Q2 2014 and has held it in 18 quarters since.
  • Ray Dalio's Iron Mountain position peaked at $4.52M in Q4 2022.
  • 1,087 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.