Texas Yale Capital Corp’s Iron Mountain IRM Stock Holding History

Texas Yale Capital Corp’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	$1.71M	Hold	13,505	–	–	0.04%	238
2026 Q1	$1.38M	Hold	13,505	–	–	0.04%	242
2025 Q4	$1.12M	Buy	13,505 +8,350	+162%	+$781K	0.03%	265
2025 Q3	$526K	Hold	5,155	–	–	0.02%	354
2025 Q2	$529K	Hold	5,155	–	–	0.02%	330
2025 Q1	$444K	Buy	5,155 +230	+5%	+$22.2K	0.02%	344
2024 Q4	$518K	Hold	4,925	–	–	0.02%	321
2024 Q3	$585K	Hold	4,925	–	–	0.03%	318
2024 Q2	$441K	Hold	4,925	–	–	0.02%	333
2024 Q1	$395K	Hold	4,925	–	–	0.02%	346
2023 Q4	$345K	Hold	4,925	–	–	0.02%	355
2023 Q3	$293K	Sell	4,925 -275	-5%	-$16.8K	0.01%	361
2023 Q2	$295K	Hold	5,200	–	–	0.01%	368
2023 Q1	$275K	Hold	5,200	–	–	0.01%	388
2022 Q4	$259K	Hold	5,200	–	–	0.01%	397
2022 Q3	$229K	Hold	5,200	–	–	0.01%	395
2022 Q2	$253K	Hold	5,200	–	–	0.02%	384
2022 Q1	$288K	Sell	5,200 -2,925	-36%	-$139K	0.02%	376
2021 Q4	$425K	Hold	8,125	–	–	0.02%	339
2021 Q3	$353K	Hold	8,125	–	–	0.02%	356
2021 Q2	$344K	Hold	8,125	–	–	0.02%	361
2021 Q1	$301K	Sell	8,125 -2,650	-25%	-$88.6K	0.02%	368
2020 Q4	$318K	Hold	10,775	–	–	0.02%	358
2020 Q3	$289K	Buy	10,775 +500	+5%	+$14.2K	0.02%	354
2020 Q2	$268K	Hold	10,275	–	–	0.02%	360
2020 Q1	$245K	Hold	10,275	–	–	0.02%	357
2019 Q4	$327K	Hold	10,275	–	–	0.02%	377
2019 Q3	$333K	Hold	10,275	–	–	0.02%	375
2019 Q2	$322K	Sell	10,275 -10,275	-50%	-$337K	0.02%	382
2019 Q1	$728K	Buy	20,550 +10,275	+100%	+$363K	0.03%	354
2018 Q4	$333K	Buy	10,275 +275	+3%	+$9.02K	0.03%	354
2018 Q3	$345K	Hold	10,000	–	–	0.03%	369
2018 Q2	$350K	Sell	10,000 -5,475	-35%	-$185K	0.03%	360
2018 Q1	$509K	Sell	15,475 -2,700	-15%	-$91K	0.04%	322
2017 Q4	$686K	Sell	18,175 -975	-5%	-$38.7K	0.06%	277
2017 Q3	$745K	Hold	19,150	–	–	0.06%	263
2017 Q2	$658K	Hold	19,150	–	–	0.06%	281
2017 Q1	$683K	Sell	19,150 -5,400	-22%	-$191K	0.06%	264
2016 Q4	$797K	Sell	24,550 -6,100	-20%	-$203K	0.08%	237
2016 Q3	$1.15M	Buy	30,650 +625	+2%	+$24.1K	0.11%	172
2016 Q2	$1.2M	Buy	30,025 +4,650	+18%	+$169K	0.12%	164
2016 Q1	$860K	Buy	25,375 +1,225	+5%	+$35.2K	0.09%	208
2015 Q4	$652K	Buy	24,150 +11,500	+91%	+$337K	0.06%	249
2015 Q3	$392K	Buy	+12,650	New	+$377K	0.04%	342

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Texas Yale Capital Corp's IRM Position: Q2 2026 in Review

Texas Yale Capital Corp held its Iron Mountain (IRM) position steady in Q2 2026 at 13,505 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #238.

Texas Yale Capital Corp first reported a position in IRM in Q3 2015 and has held it in 44 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Texas Yale Capital Corp held 13,505 shares of Iron Mountain worth $1.71M as of Q2 2026.
Texas Yale Capital Corp left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.04% of Texas Yale Capital Corp's portfolio in Q2 2026, its #238 holding.
Texas Yale Capital Corp first reported a position in Iron Mountain in Q3 2015 and has held it in 44 quarters since.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.