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Savant Capital’s Iron Mountain IRM Stock Holding History

Savant Capital’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 		$1.27M Sell
10,056
-1,104
-10% -$135K ﹤0.01% 777
2026
Q1 		$1.14M Buy
11,160
+2,211
+25% +$220K 0.01% 585
2025
Q4 		$742K Sell
8,949
-448
-5% -$41.9K ﹤0.01% 676
2025
Q3 		$958K Buy
9,397
+452
+5% +$43.5K 0.01% 590
2025
Q2 		$917K Buy
8,945
+231
+3% +$21.8K 0.01% 545
2025
Q1 		$750K Sell
8,714
-3,016
-26% -$291K 0.01% 562
2024
Q4 		$1.23M Buy
11,730
+394
+3% +$46.3K 0.01% 578
2024
Q3 		$1.35M Buy
11,336
+971
+9% +$104K 0.01% 548
2024
Q2 		$929K Sell
10,365
-1,756
-14% -$142K 0.01% 608
2024
Q1 		$972K Buy
12,121
+130
+1% +$9.41K 0.01% 549
2023
Q4 		$839K Sell
11,991
-350
-3% -$22K 0.01% 452
2023
Q3 		$734K Sell
12,341
-29
-0.2% -$1.77K 0.01% 457
2023
Q2 		$703K Buy
+12,370
New +$677K 0.01% 453

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

Savant Capital's IRM Position: Q2 2026 in Review

Savant Capital reduced its Iron Mountain (IRM) stake by 9.9% in Q2 2026, selling an estimated $135K and leaving 10,056 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Savant Capital first reported a position in IRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.35M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Savant Capital held 10,056 shares of Iron Mountain worth $1.27M as of Q2 2026.
  • Savant Capital sold 1,104 Iron Mountain shares in Q2 2026, an estimated $135K.
  • Iron Mountain made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #777 holding.
  • Savant Capital first reported a position in Iron Mountain in Q2 2023 and has held it in 13 quarters since.
  • Savant Capital's Iron Mountain position peaked at $1.35M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.