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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Smith Group Asset Management's IRM Position: Q1 2026 in Review

Smith Group Asset Management held its Iron Mountain (IRM) position steady in Q1 2026 at 10,000 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #90.

Smith Group Asset Management first reported a position in IRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Smith Group Asset Management held 10,000 shares of Iron Mountain worth $1.02M as of Q1 2026.
Smith Group Asset Management left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.05% of Smith Group Asset Management's portfolio in Q1 2026, its #90 holding.
Smith Group Asset Management first reported a position in Iron Mountain in Q4 2024 and has held it in 6 quarters since.
Smith Group Asset Management's Iron Mountain position peaked at $1.05M in Q4 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.