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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
Q2 		$294K Buy
2,327
+76
+3% +$9.32K 0.02% 465
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 $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

Smith, Moore & Co's IRM Position: Q2 2026 in Review

Smith, Moore & Co increased its Iron Mountain (IRM) stake by 3.4% in Q2 2026, buying an estimated $9.32K and bringing the position to 2,327 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #465.

Smith, Moore & Co first reported a position in IRM in Q2 2025 and has held it in 4 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Smith, Moore & Co held 2,327 shares of Iron Mountain worth $294K as of Q2 2026.
  • Smith, Moore & Co bought 76 Iron Mountain shares in Q2 2026, an estimated $9.32K.
  • Iron Mountain made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #465 holding.
  • Smith, Moore & Co first reported a position in Iron Mountain in Q2 2025 and has held it in 4 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.