Smith Group Asset Management’s Iron Mountain IRM Stock Holding History

Smith Group 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	$1.26M	Hold	10,000	–	–	0.05%	96
2026 Q1	$1.02M	Hold	10,000	–	–	0.05%	90
2025 Q4	$830K	Hold	10,000	–	–	0.04%	108
2025 Q3	$1.02M	Hold	10,000	–	–	0.06%	92
2025 Q2	$1.03M	Hold	10,000	–	–	0.07%	90
2025 Q1	$860K	Hold	10,000	–	–	0.06%	92
2024 Q4	$1.05M	Buy	+10,000	New	+$1.17M	0.08%	89

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Smith Group Asset Management's IRM Position: Q2 2026 in Review

Smith Group Asset Management held its Iron Mountain (IRM) position steady in Q2 2026 at 10,000 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #96.

Smith Group Asset Management first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Smith Group Asset Management held 10,000 shares of Iron Mountain worth $1.26M as of Q2 2026.
Smith Group Asset Management left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.05% of Smith Group Asset Management's portfolio in Q2 2026, its #96 holding.
Smith Group Asset Management first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.