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TBH Global Asset Management’s Iron Mountain IRM Stock Holding History

TBH Global 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
Q2 		$859K Sell
6,800
-270
-4% -$33.1K 0.16% 127
2026
Q1 		$722K Sell
7,070
-48
-0.7% -$4.78K 0.15% 139
2025
Q4 		$590K Sell
7,118
-36
-0.5% -$3.37K 0.1% 146
2025
Q3 		$729K Hold
7,154
– – 0.14% 134
2025
Q2 		$734K Sell
7,154
-355
-5% -$33.5K 0.16% 99
2025
Q1 		$646K Sell
7,509
-335
-4% -$32.3K 0.12% 100
2024
Q4 		$825K Buy
7,844
+6
+0.1% +$705 0.2% 105
2024
Q3 		$931K Buy
7,838
+7
+0.1% +$749 0.2% 99
2024
Q2 		$702K Buy
7,831
+809
+12% +$65.5K 0.16% 116
2024
Q1 		$563K Buy
7,022
+9
+0.1% +$651 0.11% 141
2023
Q4 		$491K Sell
7,013
-289
-4% -$18.1K 0.1% 152
2023
Q3 		$434K Buy
7,302
+11
+0.2% +$672 0.08% 172
2023
Q2 		$414K Buy
7,291
+12
+0.2% +$657 0.08% 165
2023
Q1 		$385K Buy
7,279
+12
+0.2% +$629 0.08% 159
2022
Q4 		$362K Buy
7,267
+13
+0.2% +$656 0.09% 136
2022
Q3 		$319K Buy
7,254
+12
+0.2% +$606 0.08% 140
2022
Q2 		$353K Buy
7,242
+10
+0.1% +$526 0.08% 142
2022
Q1 		$401K Buy
7,232
+11
+0.2% +$524 0.09% 138
2021
Q4 		$378K Buy
7,221
+13
+0.2% +$614 0.08% 153
2021
Q3 		$313K Buy
7,208
+13
+0.2% +$585 0.07% 163
2021
Q2 		$304K Buy
7,195
+15
+0.2% +$629 0.07% 165
2021
Q1 		$266K Buy
7,180
+18
+0.3% +$602 0.07% 165
2020
Q4 		$211K Buy
+7,162
New +$199K 0.06% 168

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

TBH Global Asset Management's IRM Position: Q2 2026 in Review

TBH Global Asset Management reduced its Iron Mountain (IRM) stake by 3.8% in Q2 2026, selling an estimated $33.1K and leaving 6,800 shares worth $859K. The position accounts for 0.16% of the portfolio, ranked #127.

TBH Global Asset Management first reported a position in IRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $931K in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • TBH Global Asset Management held 6,800 shares of Iron Mountain worth $859K as of Q2 2026.
  • TBH Global Asset Management sold 270 Iron Mountain shares in Q2 2026, an estimated $33.1K.
  • Iron Mountain made up 0.16% of TBH Global Asset Management's portfolio in Q2 2026, its #127 holding.
  • TBH Global Asset Management first reported a position in Iron Mountain in Q4 2020 and has held it in 23 quarters since.
  • TBH Global Asset Management's Iron Mountain position peaked at $931K in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.