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Saxony Capital Management’s Iron Mountain IRM Stock Holding History

Saxony Capital Management’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 		$284K Sell
2,245
-38
-2% -$4.66K 0.13% 131
2026
Q1 		$233K Buy
+2,283
New +$227K 0.14% 140
2025
Q4 		– Sell
-2,151
Closed -$219K – 171
2025
Q3 		$219K Buy
2,151
+15
+0.7% +$1.45K 0.14% 136
2025
Q2 		$219K Buy
+2,136
New +$201K 0.17% 113
2025
Q1 		– Sell
-2,062
Closed -$217K – 132
2024
Q4 		$217K Buy
2,062
+8
+0.4% +$940 0.19% 114
2024
Q3 		$244K Sell
2,054
-522
-20% -$55.8K 0.22% 106
2024
Q2 		$231K Sell
2,576
-34
-1% -$2.75K 0.25% 109
2024
Q1 		$209K Buy
+2,610
New +$189K 0.25% 104

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

Saxony Capital Management's IRM Position: Q2 2026 in Review

Saxony Capital Management reduced its Iron Mountain (IRM) stake by 1.7% in Q2 2026, selling an estimated $4.66K and leaving 2,245 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #131.

Saxony Capital Management first reported a position in IRM in Q1 2024 and has held it in 8 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Saxony Capital Management held 2,245 shares of Iron Mountain worth $284K as of Q2 2026.
  • Saxony Capital Management sold 38 Iron Mountain shares in Q2 2026, an estimated $4.66K.
  • Iron Mountain made up 0.13% of Saxony Capital Management's portfolio in Q2 2026, its #131 holding.
  • Saxony Capital Management first reported a position in Iron Mountain in Q1 2024 and has held it in 8 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.