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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
2019
Q4 		– Sell
-150,000
Closed -$1K – 1379
2019
Q3 		$1K Buy
+150,000
New +$4.71M ﹤0.01% 987

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.