Simplex Trading
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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
Q2 		– Sell
-14,800
Closed -$1.81M – 9768
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 $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

Simplex Trading's IRM Position: Q2 2026 in Review

Simplex Trading sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 14,800 shares — an estimated $1.81M sold.

Simplex Trading first reported a position in IRM in Q4 2014 and held it in 14 quarters. The position peaked at $1.58M in Q4 2022. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Simplex Trading reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 14,800 Iron Mountain shares in Q2 2026, an estimated $1.81M.
  • Simplex Trading first reported a position in Iron Mountain in Q4 2014 and held it in 14 quarters.
  • Simplex Trading's Iron Mountain position peaked at $1.58M in Q4 2022.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.