Reik & Co’s Iron Mountain IRM Stock Holding History

Reik & Co’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	$1.27M	Hold	12,480	–	–	0.35%	21
2025 Q4	$1.04M	Sell	12,480 -1,500	-11%	-$140K	0.28%	24
2025 Q3	$1.43M	Hold	13,980	–	–	0.37%	22
2025 Q2	$1.43M	Hold	13,980	–	–	0.36%	21
2025 Q1	$1.2M	Sell	13,980 -100	-0.7%	-$9.64K	0.28%	21
2024 Q4	$1.48M	Hold	14,080	–	–	0.36%	20
2024 Q3	$1.67M	Hold	14,080	–	–	0.4%	20
2024 Q2	$1.26M	Hold	14,080	–	–	0.33%	20
2024 Q1	$1.13M	Sell	14,080 -200	-1%	-$14.5K	0.28%	20
2023 Q4	$999K	Sell	14,280 -2,100	-13%	-$132K	0.28%	21
2023 Q3	$974K	Sell	16,380 -5,610	-26%	-$343K	0.29%	22
2023 Q2	$1.25M	Hold	21,990	–	–	0.34%	23
2023 Q1	$1.16M	Sell	21,990 -990	-4%	-$51.9K	0.34%	23
2022 Q4	$1.15M	Hold	22,980	–	–	0.33%	26
2022 Q3	$1.01M	Hold	22,980	–	–	0.32%	24
2022 Q2	$1.12M	Hold	22,980	–	–	0.32%	25
2022 Q1	$1.27M	Hold	22,980	–	–	0.32%	24
2021 Q4	$1.2M	Hold	22,980	–	–	0.29%	26
2021 Q3	$998K	Hold	22,980	–	–	0.26%	30
2021 Q2	$973K	Hold	22,980	–	–	0.25%	31
2021 Q1	$850K	Hold	22,980	–	–	0.22%	33
2020 Q4	$677K	Hold	22,980	–	–	0.18%	39
2020 Q3	$616K	Buy	+22,980	New	+$654K	0.16%	35

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reik & Co's IRM Position: Q1 2026 in Review

Reik & Co held its Iron Mountain (IRM) position steady in Q1 2026 at 12,480 shares worth $1.27M. The position accounts for 0.35% of the portfolio, ranked #21.

Reik & Co first reported a position in IRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.67M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Reik & Co held 12,480 shares of Iron Mountain worth $1.27M as of Q1 2026.
Reik & Co left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.35% of Reik & Co's portfolio in Q1 2026, its #21 holding.
Reik & Co first reported a position in Iron Mountain in Q3 2020 and has held it in 23 quarters since.
Reik & Co's Iron Mountain position peaked at $1.67M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Reik & Co's 13F filing for Q1 2026, filed 5 May 2026.