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Steve Schonfeld’s Iron Mountain IRM Stock Holding History

Steve Schonfeld’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 		$4.98M Sell
39,438
-209,448
-84% -$25.7M 0.02% 645
2026
Q1 		$25.4M Buy
248,886
+39,586
+19% +$3.94M 0.18% 103
2025
Q4 		$17.4M Buy
209,300
+111,071
+113% +$10.4M 0.08% 224
2025
Q3 		$10M Sell
98,229
-364,924
-79% -$35.2M 0.06% 349
2025
Q2 		$47.5M Buy
463,153
+287,249
+163% +$27.1M 0.32% 47
2025
Q1 		$15.1M Sell
175,904
-59,724
-25% -$5.76M 0.09% 222
2024
Q4 		$24.8M Buy
235,628
+220,673
+1,476% +$25.9M 0.14% 122
2024
Q3 		$1.78M Sell
14,955
-29,054
-66% -$3.11M 0.01% 932
2024
Q2 		$3.94M Sell
44,009
-71,852
-62% -$5.82M 0.03% 638
2024
Q1 		$9.29M Sell
115,861
-119,757
-51% -$8.67M 0.06% 406
2023
Q4 		$16.5M Buy
235,618
+107,099
+83% +$6.72M 0.11% 205
2023
Q3 		$7.64M Buy
128,519
+111,594
+659% +$6.82M 0.06% 426
2023
Q2 		$962K Buy
16,925
+7,275
+75% +$398K 0.01% 993
2023
Q1 		$511K Sell
9,650
-66,493
-87% -$3.48M ﹤0.01% 1164
2022
Q4 		$3.8M Buy
76,143
+8,104
+12% +$409K 0.03% 569
2022
Q3 		$2.99M Sell
68,039
-1,018
-1% -$51.4K 0.03% 714
2022
Q2 		$3.36M Buy
+69,057
New +$3.63M 0.03% 581
2021
Q4 		– Sell
-14,200
Closed -$617K – 2335
2021
Q3 		$617K Sell
14,200
-59,100
-81% -$2.66M 0.01% 1172
2021
Q2 		$3.1M Buy
+73,300
New +$3.07M 0.03% 583
2020
Q4 		– Sell
-17,766
Closed -$476K – 1709
2020
Q3 		$476K Buy
+17,766
New +$506K 0.01% 931
2018
Q1 		– Sell
-161,387
Closed -$6.09M – 864
2017
Q4 		$6.09M Buy
+161,387
New +$6.4M 0.5% 48

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

Steve Schonfeld's IRM Position: Q2 2026 in Review

Steve Schonfeld reduced its Iron Mountain (IRM) stake by 84% in Q2 2026, selling an estimated $25.7M and leaving 39,438 shares worth $4.98M. The position accounts for 0.02% of the portfolio, ranked #645.

Steve Schonfeld first reported a position in IRM in Q4 2017 and has held it in 21 quarters since. The position peaked at $47.5M in Q2 2025. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Steve Schonfeld held 39,438 shares of Iron Mountain worth $4.98M as of Q2 2026.
  • Steve Schonfeld sold 209,448 Iron Mountain shares in Q2 2026, an estimated $25.7M.
  • Iron Mountain made up 0.02% of Steve Schonfeld's portfolio in Q2 2026, its #645 holding.
  • Steve Schonfeld first reported a position in Iron Mountain in Q4 2017 and has held it in 21 quarters since.
  • Steve Schonfeld's Iron Mountain position peaked at $47.5M in Q2 2025.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.