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Smartleaf Asset Management’s Iron Mountain IRM Stock Holding History

Smartleaf Asset Management’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 		$214K Hold
1,650
– – 0.01% 800
2026
Q1 		$161K Sell
1,650
-430
-21% -$42.8K 0.01% 875
2025
Q4 		$173K Sell
2,080
-25
-1% -$2.34K 0.01% 873
2025
Q3 		$211K Buy
2,105
+626
+42% +$60.3K 0.01% 708
2025
Q2 		$151K Sell
1,479
-191
-11% -$18K 0.01% 679
2025
Q1 		$142K Sell
1,670
-123
-7% -$11.9K 0.01% 691
2024
Q4 		$186K Buy
1,793
+147
+9% +$17.3K 0.02% 572
2024
Q3 		$192K Buy
1,646
+783
+91% +$83.8K 0.02% 503
2024
Q2 		$77K Sell
863
-114
-12% -$9.23K 0.01% 640
2024
Q1 		$78.3K Buy
977
+73
+8% +$5.28K 0.02% 581
2023
Q4 		$63.8K Buy
+904
New +$56.7K 0.02% 500

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

Smartleaf Asset Management's IRM Position: Q2 2026 in Review

Smartleaf Asset Management held its Iron Mountain (IRM) position steady in Q2 2026 at 1,650 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #800.

Smartleaf Asset Management first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Smartleaf Asset Management held 1,650 shares of Iron Mountain worth $214K as of Q2 2026.
  • Smartleaf Asset Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #800 holding.
  • Smartleaf Asset Management first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.