Syon Capital’s Iron Mountain IRM Stock Holding History

Syon Capital’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 Q1	$853K	Buy	8,353 +3,248	+64%	+$323K	0.04%	350
2025 Q4	$423K	Buy	5,105 +1,201	+31%	+$112K	0.02%	620
2025 Q3	$398K	Buy	3,904 +1,168	+43%	+$113K	0.02%	570
2025 Q2	$281K	Buy	+2,736	New	+$258K	0.02%	571
2025 Q1	–	Sell	-2,014	Closed	-$212K	–	624
2024 Q4	$212K	Sell	2,014 -82	-4%	-$9.63K	0.02%	505
2024 Q3	$249K	Buy	+2,096	New	+$224K	0.02%	397

Other funds holding IRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Syon Capital's IRM Position: Q1 2026 in Review

Syon Capital increased its Iron Mountain (IRM) stake by 64% in Q1 2026, buying an estimated $323K and bringing the position to 8,353 shares worth $853K. The position accounts for 0.04% of the portfolio, ranked #350.

Syon Capital first reported a position in IRM in Q3 2024 and has held it in 6 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Syon Capital held 8,353 shares of Iron Mountain worth $853K as of Q1 2026.
Syon Capital bought 3,248 Iron Mountain shares in Q1 2026, an estimated $323K.
Iron Mountain made up 0.04% of Syon Capital's portfolio in Q1 2026, its #350 holding.
Syon Capital first reported a position in Iron Mountain in Q3 2024 and has held it in 6 quarters since.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.