SCM
IRM icon

Shelton Capital Management’s Iron Mountain IRM Stock Holding History

Shelton 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 		$6.67M Buy
+52,840
New +$6.48M 0.12% 136
2026
Q1 		– Sell
-25,663
Closed -$2.13M – 759
2025
Q4 		$2.13M Hold
25,663
– – 0.04% 218
2025
Q3 		$2.62M Hold
25,663
– – 0.06% 199
2025
Q2 		$2.63M Sell
25,663
-15,000
-37% -$1.41M 0.06% 205
2025
Q1 		$3.5M Hold
40,663
– – 0.08% 183
2024
Q4 		$4.27M Buy
40,663
+292
+0.7% +$34.3K 0.11% 168
2024
Q3 		$4.8M Buy
40,371
+13,000
+47% +$1.39M 0.12% 154
2024
Q2 		$2.45M Sell
27,371
-80,800
-75% -$6.54M 0.07% 223
2024
Q1 		$8.68M Sell
108,171
-46,499
-30% -$3.37M 0.25% 97
2023
Q4 		$10.8M Buy
154,670
+42,501
+38% +$2.67M 0.34% 68
2023
Q3 		$6.67M Buy
112,169
+53,400
+91% +$3.26M 0.24% 100
2023
Q2 		$3.34M Buy
58,769
+19,300
+49% +$1.06M 0.12% 175
2023
Q1 		$2.09M Buy
+39,469
New +$2.07M 0.09% 203
2022
Q1 		– Sell
-1,369
Closed -$72K – 839
2021
Q4 		$72K Buy
+1,369
New +$64.7K ﹤0.01% 835
2019
Q3 		– Sell
-105,969
Closed -$3.32M – 846
2019
Q2 		$3.32M Buy
105,969
+105,768
+52,621% +$3.47M 0.19% 103
2019
Q1 		$5.67K Buy
+201
New +$7.1K 0.02% 547

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

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

Shelton Capital Management opened a new position in Iron Mountain (IRM) in Q2 2026: 52,840 shares worth $6.67M. The stake represents 0.12% of the portfolio and ranks #136 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in IRM as recently as Q4 2025.

Shelton Capital Management first reported a position in IRM in Q1 2019 and has held it in 16 quarters since. The position peaked at $10.8M in Q4 2023. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Shelton Capital Management held 52,840 shares of Iron Mountain worth $6.67M as of Q2 2026.
  • Iron Mountain was a new Shelton Capital Management position in Q2 2026.
  • Iron Mountain made up 0.12% of Shelton Capital Management's portfolio in Q2 2026, its #136 holding.
  • Shelton Capital Management first reported a position in Iron Mountain in Q1 2019 and has held it in 16 quarters since.
  • Shelton Capital Management's Iron Mountain position peaked at $10.8M in Q4 2023.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.