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
Q1 		$786K Sell
7,700
-7,400
-49% -$736K ﹤0.01% 2741
2025
Q4 		$1.25M Sell
15,100
-12,000
-44% -$1.12M ﹤0.01% 2408
2025
Q3 		$2.76M Buy
27,100
+9,600
+55% +$925K ﹤0.01% 2000
2025
Q2 		$1.79M Sell
17,500
-81,800
-82% -$7.71M ﹤0.01% 2215
2025
Q1 		$8.54M Sell
99,300
-7,500
-7% -$723K 0.01% 972
2024
Q4 		$11.2M Sell
106,800
-137,400
-56% -$16.1M 0.01% 953
2024
Q3 		$29M Buy
244,200
+38,100
+18% +$4.08M 0.02% 485
2024
Q2 		$18.5M Buy
206,100
+116,400
+130% +$9.42M 0.01% 655
2024
Q1 		$7.19M Sell
89,700
-12,600
-12% -$912K ﹤0.01% 1340
2023
Q4 		$7.16M Buy
102,300
+28,600
+39% +$1.79M ﹤0.01% 1316
2023
Q3 		$4.38M Sell
73,700
-79,700
-52% -$4.87M ﹤0.01% 1450
2023
Q2 		$8.72M Sell
153,400
-11,700
-7% -$640K 0.01% 974
2023
Q1 		$8.73M Sell
165,100
-3,700
-2% -$194K 0.01% 972
2022
Q4 		$8.41M Buy
168,800
+74,200
+78% +$3.75M 0.01% 926
2022
Q3 		$4.16M Buy
94,600
+46,600
+97% +$2.35M ﹤0.01% 1321
2022
Q2 		$2.34M Buy
48,000
+1,400
+3% +$73.7K ﹤0.01% 1712
2022
Q1 		$2.58M Buy
46,600
+34,500
+285% +$1.64M ﹤0.01% 1844
2021
Q4 		$633K Sell
12,100
-105,300
-90% -$4.98M ﹤0.01% 3487
2021
Q3 		$5M Sell
117,400
-100
-0.1% -$4.5K ﹤0.01% 1210
2021
Q2 		$4.97M Buy
+117,500
New +$4.93M ﹤0.01% 1199
2021
Q1 		– Sell
-445
Closed -$1.31M – 9365
2020
Q4 		$1.31M Sell
445
-367
-45% -$10.2K ﹤0.01% 2215
2020
Q3 		$2.17M Sell
812
-34
-4% -$967 ﹤0.01% 1460
2020
Q2 		$2.21M Buy
846
+251
+42% +$6.34K ﹤0.01% 1433
2020
Q1 		$1.42M Sell
595
-374
-39% -$11.3K ﹤0.01% 1564
2019
Q4 		$3.09M Buy
969
+320
+49% +$10.5K 0.01% 1128
2019
Q3 		$2.1M Buy
649
+36
+6% +$1.13K 0.01% 1299
2019
Q2 		$1.92M Buy
613
+307
+100% +$10.1K 0.01% 1341
2019
Q1 		$1.08M Buy
306
+205
+203% +$7.24K ﹤0.01% 1925
2018
Q4 		$327K Sell
101
-61
-38% -$2K ﹤0.01% 2631
2018
Q3 		$559K Buy
162
+48
+42% +$1.71K ﹤0.01% 2514
2018
Q2 		$399K Sell
114
-16
-12% -$540 ﹤0.01% 2690
2018
Q1 		$2K Buy
130
+39
+43% +$1.31K ﹤0.01% 5280
2017
Q4 		$8K Buy
91
+3
+3% +$119 ﹤0.01% 4097
2017
Q3 		$9K Buy
88
+50
+132% +$1.87K ﹤0.01% 3867
2017
Q2 		$2K Buy
38
+20
+111% +$700 ﹤0.01% 5265
2017
Q1 		$1K Sell
18
-4
-18% -$142 ﹤0.01% 5679
2016
Q4 		$2K Buy
+22
New +$731 ﹤0.01% 5051
2016
Q3 		– Sell
-27
Closed -$4K – 6106
2016
Q2 		$4K Buy
27
+11
+69% +$400 ﹤0.01% 4433
2016
Q1 		$4K Buy
+16
New +$460 ﹤0.01% 4259
2015
Q1 		– Sell
-135
Closed -$4K – 5229
2014
Q4 		$4K Buy
+135
New +$4.91K ﹤0.01% 3255

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.