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Sippican Capital Advisors’s Iron Mountain IRM Stock Holding History

Sippican Capital Advisors’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 		$2.6M Sell
20,602
-2,125
-9% -$261K 1.59% 22
2026
Q1 		$2.32M Sell
22,727
-550
-2% -$54.7K 1.59% 21
2025
Q4 		$1.93M Sell
23,277
-255
-1% -$23.9K 1.24% 27
2025
Q3 		$2.4M Sell
23,532
-180
-0.8% -$17.3K 1.59% 20
2025
Q2 		$2.43M Hold
23,712
– – 1.77% 16
2025
Q1 		$2.04M Sell
23,712
-50
-0.2% -$4.82K 1.54% 17
2024
Q4 		$2.5M Sell
23,762
-1,055
-4% -$124K 1.82% 14
2024
Q3 		$2.95M Sell
24,817
-1,870
-7% -$200K 2.06% 10
2024
Q2 		$2.39M Hold
26,687
– – 1.89% 14
2024
Q1 		$2.14M Hold
26,687
– – 1.66% 18
2023
Q4 		$1.87M Sell
26,687
-90
-0.3% -$5.65K 1.47% 20
2023
Q3 		$1.59M Sell
26,777
-125
-0.5% -$7.64K 1.44% 29
2023
Q2 		$1.53M Hold
26,902
– – 1.41% 28
2023
Q1 		$1.42M Buy
26,902
+25
+0.1% +$1.31K 1.36% 27
2022
Q4 		$1.34M Sell
26,877
-220
-0.8% -$11.1K 1.28% 32
2022
Q3 		$1.19M Sell
27,097
-345
-1% -$17.4K 1.24% 32
2022
Q2 		$1.34M Sell
27,442
-6,810
-20% -$358K 1.33% 30
2022
Q1 		$1.9M Sell
34,252
-180
-0.5% -$8.57K 1.58% 18
2021
Q4 		$1.8M Sell
34,432
-1,530
-4% -$72.3K 1.53% 21
2021
Q3 		$1.56M Sell
35,962
-560
-2% -$25.2K 1.35% 29
2021
Q2 		$1.55M Sell
36,522
-3,930
-10% -$165K 1.34% 28
2021
Q1 		$1.5M Buy
40,452
+5,455
+16% +$182K 1.38% 31
2020
Q4 		$1.03M Buy
34,997
+16,007
+84% +$444K 1.12% 35
2020
Q3 		$509K Buy
+18,990
New +$540K 0.63% 61

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

Sippican Capital Advisors's IRM Position: Q2 2026 in Review

Sippican Capital Advisors reduced its Iron Mountain (IRM) stake by 9.4% in Q2 2026, selling an estimated $261K and leaving 20,602 shares worth $2.6M. The position accounts for 1.59% of the portfolio, ranked #22.

Sippican Capital Advisors first reported a position in IRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.95M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Sippican Capital Advisors held 20,602 shares of Iron Mountain worth $2.6M as of Q2 2026.
  • Sippican Capital Advisors sold 2,125 Iron Mountain shares in Q2 2026, an estimated $261K.
  • Iron Mountain made up 1.59% of Sippican Capital Advisors's portfolio in Q2 2026, its #22 holding.
  • Sippican Capital Advisors first reported a position in Iron Mountain in Q3 2020 and has held it in 24 quarters since.
  • Sippican Capital Advisors's Iron Mountain position peaked at $2.95M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.