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Stephens Inc’s Iron Mountain IRM Stock Holding History

Stephens Inc’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 		$538K Buy
4,263
+624
+17% +$76.5K 0.01% 860
2026
Q1 		$372K Sell
3,639
-206
-5% -$20.5K ﹤0.01% 954
2025
Q4 		$319K Sell
3,845
-348
-8% -$32.6K ﹤0.01% 1018
2025
Q3 		$427K Buy
4,193
+2
+0% +$193 0.01% 903
2025
Q2 		$430K Buy
4,191
+3
+0.1% +$283 0.01% 891
2025
Q1 		$360K Buy
4,188
+2
+0% +$193 0.01% 922
2024
Q4 		$440K Sell
4,186
-174
-4% -$20.4K 0.01% 884
2024
Q3 		$518K Buy
4,360
+3
+0.1% +$321 0.01% 825
2024
Q2 		$390K Buy
4,357
+537
+14% +$43.5K 0.01% 897
2024
Q1 		$306K Sell
3,820
-118
-3% -$8.54K ﹤0.01% 997
2023
Q4 		$276K Sell
3,938
-679
-15% -$42.6K ﹤0.01% 966
2023
Q3 		$275K Buy
4,617
+264
+6% +$16.1K 0.01% 929
2023
Q2 		$247K Buy
+4,353
New +$238K ﹤0.01% 988
2022
Q3 		– Sell
-5,754
Closed -$280K – 1232
2022
Q2 		$280K Buy
+5,754
New +$303K 0.01% 940
2018
Q4 		– Sell
-12,948
Closed -$447K – 1149
2018
Q3 		$447K Sell
12,948
-2,353
-15% -$83.8K 0.01% 805
2018
Q2 		$536K Buy
15,301
+5,439
+55% +$184K 0.02% 590
2018
Q1 		$324K Sell
9,862
-75,349
-88% -$2.54M 0.01% 566
2017
Q4 		$3.21M Sell
85,211
-2,064
-2% -$81.9K 0.12% 197
2017
Q3 		$3.4M Buy
+87,275
New +$3.26M 0.12% 181

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

Stephens Inc's IRM Position: Q2 2026 in Review

Stephens Inc increased its Iron Mountain (IRM) stake by 17% in Q2 2026, buying an estimated $76.5K and bringing the position to 4,263 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #860.

Stephens Inc first reported a position in IRM in Q3 2017 and has held it in 19 quarters since. The position peaked at $3.4M in Q3 2017. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Stephens Inc held 4,263 shares of Iron Mountain worth $538K as of Q2 2026.
  • Stephens Inc bought 624 Iron Mountain shares in Q2 2026, an estimated $76.5K.
  • Iron Mountain made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #860 holding.
  • Stephens Inc first reported a position in Iron Mountain in Q3 2017 and has held it in 19 quarters since.
  • Stephens Inc's Iron Mountain position peaked at $3.4M in Q3 2017.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.