SP Asset Management
IRM icon

SP Asset Management’s Iron Mountain IRM Stock Holding History

SP 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 		$208K Sell
1,879
-47
-2% -$5.63K 0.02% 137
2026
Q2 		$243K Buy
+1,926
New +$236K 0.02% 124

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

SP Asset Management's IRM Position: Q3 2026 in Review

SP Asset Management reduced its Iron Mountain (IRM) stake by 2.4% in Q3 2026, selling an estimated $5.63K and leaving 1,879 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #137.

SP Asset Management first reported a position in IRM in Q2 2026 and has held it in 2 quarters since. The position peaked at $243K in Q2 2026. 732 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • SP Asset Management held 1,879 shares of Iron Mountain worth $208K as of Q3 2026.
  • SP Asset Management sold 47 Iron Mountain shares in Q3 2026, an estimated $5.63K.
  • Iron Mountain made up 0.02% of SP Asset Management's portfolio in Q3 2026, its #137 holding.
  • SP Asset Management first reported a position in Iron Mountain in Q2 2026 and has held it in 2 quarters since.
  • SP Asset Management's Iron Mountain position peaked at $243K in Q2 2026.
  • 732 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on SP Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.