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
2021 Q3	–	Sell	-94,000	Closed	-$2K	–	3863
2021 Q2	$2K	Hold	94,000	–	–	﹤0.01%	2808
2021 Q1	$54K	Sell	94,000 -148,900	-61%	-$4.98M	﹤0.01%	3152
2020 Q4	$92K	Sell	242,900 -38,600	-14%	-$1.07M	﹤0.01%	3062
2020 Q3	$871K	Sell	281,500 -156,800	-36%	-$4.46M	0.01%	1269
2020 Q2	$2.17M	Buy	438,300 +40,000	+10%	+$1.01M	0.02%	776
2020 Q1	$3.1M	Sell	398,300 -27,900	-7%	-$844K	0.03%	582
2019 Q4	$52K	Hold	426,200	–	–	﹤0.01%	3059
2019 Q3	$302K	Hold	426,200	–	–	﹤0.01%	2151
2019 Q2	$670K	Buy	426,200 +139,000	+48%	+$4.56M	﹤0.01%	1705
2019 Q1	$210K	Buy	287,200 +130,000	+83%	+$4.59M	﹤0.01%	2529
2018 Q4	$329K	Buy	+157,200	New	+$5.16M	﹤0.01%	2116

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

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.