SG Americas Securities’s Iron Mountain IRM Stock Holding History

SG Americas Securities’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
2024 Q4	–	Sell	-115,600	Closed	-$269K	–	3355
2024 Q3	$269K	Buy	+115,600	New	+$12.4M	﹤0.01%	2239
2021 Q3	–	Sell	-70,000	Closed	-$6K	–	3862
2021 Q2	$6K	Sell	70,000 -24,000	-26%	-$1.01M	﹤0.01%	2802
2021 Q1	$30K	Buy	+94,000	New	+$3.14M	﹤0.01%	3194
2020 Q2	–	Sell	-78,200	Closed	-$8K	–	3767
2020 Q1	$8K	Sell	78,200 -281,900	-78%	-$8.53M	﹤0.01%	3358
2019 Q4	$18K	Hold	360,100	–	–	﹤0.01%	3153
2019 Q3	$143K	Hold	360,100	–	–	﹤0.01%	2536
2019 Q2	$121K	Buy	360,100 +139,000	+63%	+$4.56M	﹤0.01%	2705
2019 Q1	$169K	Buy	221,100 +130,000	+143%	+$4.59M	﹤0.01%	2688
2018 Q4	$88K	Buy	+91,100	New	+$2.99M	﹤0.01%	2747

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SG Americas Securities's IRM Position: Q2 2026 in Review

SG Americas Securities opened a new position in Iron Mountain (IRM) in Q2 2026: 284,584 shares worth $35.9M. The stake represents 0.02% of the portfolio and ranks #427 among its holdings. This is a return to the name: SG Americas Securities previously reported a position in IRM as recently as Q4 2025.

SG Americas Securities first reported a position in IRM in Q2 2013 and has held it in 50 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

SG Americas Securities held 284,584 shares of Iron Mountain worth $35.9M as of Q2 2026.
Iron Mountain was a new SG Americas Securities position in Q2 2026.
Iron Mountain made up 0.02% of SG Americas Securities's portfolio in Q2 2026, its #427 holding.
SG Americas Securities first reported a position in Iron Mountain in Q2 2013 and has held it in 50 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.