Simmons Bank’s Iron Mountain IRM Stock Holding History

Simmons Bank’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 Q3	$5.33M	Buy	47,998 +20,838	+77%	+$2.5M	0.28%	82
2026 Q2	$3.43M	Buy	27,160 +23,615	+666%	+$2.9M	0.2%	111
2026 Q1	$362K	Buy	+3,545	New	+$353K	0.02%	282

Other funds holding IRM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Simmons Bank's IRM Position: Q3 2026 in Review

Simmons Bank increased its Iron Mountain (IRM) stake by 77% in Q3 2026, buying an estimated $2.5M and bringing the position to 47,998 shares worth $5.33M. The position accounts for 0.28% of the portfolio, ranked #82.

Simmons Bank first reported a position in IRM in Q1 2026 and has held it in 3 quarters since. 992 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Simmons Bank held 47,998 shares of Iron Mountain worth $5.33M as of Q3 2026.
Simmons Bank bought 20,838 Iron Mountain shares in Q3 2026, an estimated $2.5M.
Iron Mountain made up 0.28% of Simmons Bank's portfolio in Q3 2026, its #82 holding.
Simmons Bank first reported a position in Iron Mountain in Q1 2026 and has held it in 3 quarters since.
992 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Simmons Bank's 13F filing for Q3 2026, filed 10 Nov 2026.