SG Americas Securities
IRM icon

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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SG Americas Securities's IRM Position: Q1 2026 in Review

SG Americas Securities sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 137,582 shares — an estimated $11.4M sold.

SG Americas Securities first reported a position in IRM in Q2 2013 and held it in 49 quarters. The position peaked at $23.6M in Q2 2023. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • SG Americas Securities reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • SG Americas Securities sold 137,582 Iron Mountain shares in Q1 2026, an estimated $11.4M.
  • SG Americas Securities first reported a position in Iron Mountain in Q2 2013 and held it in 49 quarters.
  • SG Americas Securities's Iron Mountain position peaked at $23.6M in Q2 2023.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.