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Smith, Moore & Co’s Iron Mountain IRM Stock Holding History

Smith, Moore & Co’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 		$230K Buy
+2,251
New +$224K 0.02% 510
2025
Q4 		– Sell
-2,277
Closed -$232K – 542
2025
Q3 		$232K Buy
2,277
+6
+0.3% +$578 0.02% 473
2025
Q2 		$233K Buy
+2,271
New +$214K 0.02% 450

Other funds holding IRM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Smith, Moore & Co's IRM Position: Q1 2026 in Review

Smith, Moore & Co opened a new position in Iron Mountain (IRM) in Q1 2026: 2,251 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #510 among its holdings. This is a return to the name: Smith, Moore & Co previously reported a position in IRM as recently as Q3 2025.

Smith, Moore & Co first reported a position in IRM in Q2 2025 and has held it in 3 quarters since. The position peaked at $233K in Q2 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Smith, Moore & Co held 2,251 shares of Iron Mountain worth $230K as of Q1 2026.
  • Iron Mountain was a new Smith, Moore & Co position in Q1 2026.
  • Iron Mountain made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #510 holding.
  • Smith, Moore & Co first reported a position in Iron Mountain in Q2 2025 and has held it in 3 quarters since.
  • Smith, Moore & Co's Iron Mountain position peaked at $233K in Q2 2025.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.