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 Q3	–	Sell	-10,000	Closed	-$1.26M	–	158
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Smith Group Asset Management's IRM Position: Q3 2026 in Review

Smith Group Asset Management sold out of Iron Mountain (IRM) in Q3 2026, closing a stake of 10,000 shares — an estimated $1.26M sold.

Smith Group Asset Management first reported a position in IRM in Q4 2024 and held it in 7 quarters. The position peaked at $1.26M in Q2 2026. 617 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Smith Group Asset Management reported no remaining Iron Mountain position as of Q3 2026 after selling out during the quarter.
Smith Group Asset Management sold 10,000 Iron Mountain shares in Q3 2026, an estimated $1.26M.
Smith Group Asset Management first reported a position in Iron Mountain in Q4 2024 and held it in 7 quarters.
Smith Group Asset Management's Iron Mountain position peaked at $1.26M in Q2 2026.
617 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Smith Group Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.