Simplex Trading
IRM icon

Simplex Trading’s Iron Mountain IRM Stock Holding History

Simplex Trading’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
Q1 		$1.51M Buy
14,800
+12,443
+528% +$1.24M ﹤0.01% 2074
2025
Q4 		$196K Buy
+2,357
New +$221K ﹤0.01% 4257
2023
Q1 		– Sell
-31,638
Closed -$1.66M – 9537
2022
Q4 		$1.58M Buy
+31,638
New +$1.6M ﹤0.01% 2049
2022
Q2 		– Sell
-2,633
Closed -$139K – 10479
2022
Q1 		$145K Sell
2,633
-7,718
-75% -$368K ﹤0.01% 5626
2021
Q4 		$541K Buy
+10,351
New +$489K ﹤0.01% 3682
2020
Q4 		– Sell
-100
Closed -$2.77K – 8679
2020
Q3 		$2K Buy
+100
New +$2.85K ﹤0.01% 7424
2018
Q1 		– Sell
-15,252
Closed -$514K – 6477
2017
Q4 		$575K Buy
+15,252
New +$605K 0.02% 644
2017
Q2 		– Sell
-1,162
Closed -$40.6K – 6426
2017
Q1 		$41K Sell
1,162
-2,232
-66% -$79K ﹤0.01% 2557
2016
Q4 		$110K Buy
3,394
+3,240
+2,104% +$108K 0.01% 1457
2016
Q3 		$5K Buy
+154
New +$5.94K ﹤0.01% 4275
2015
Q4 		– Sell
-1,576
Closed -$46.2K – 5725
2015
Q3 		$48K Buy
1,576
+729
+86% +$21.8K ﹤0.01% 2032
2015
Q2 		$26K Sell
847
-1,771
-68% -$62K ﹤0.01% 2231
2015
Q1 		$95K Sell
2,618
-259
-9% -$10K 0.01% 1125
2014
Q4 		$111K Buy
+2,877
New +$105K 0.01% 880

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

Simplex Trading's IRM Position: Q1 2026 in Review

Simplex Trading increased its Iron Mountain (IRM) stake by 528% in Q1 2026, buying an estimated $1.24M and bringing the position to 14,800 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Simplex Trading first reported a position in IRM in Q4 2014 and has held it in 14 quarters since. The position peaked at $1.58M in Q4 2022. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Simplex Trading held 14,800 shares of Iron Mountain worth $1.51M as of Q1 2026.
  • Simplex Trading bought 12,443 Iron Mountain shares in Q1 2026, an estimated $1.24M.
  • Iron Mountain made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #2074 holding.
  • Simplex Trading first reported a position in Iron Mountain in Q4 2014 and has held it in 14 quarters since.
  • Simplex Trading's Iron Mountain position peaked at $1.58M in Q4 2022.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.