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Xponance’s Iron Mountain IRM Stock Holding History

Xponance’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 		$8.42M Buy
66,624
+10,635
+19% +$1.3M 0.05% 272
2026
Q1 		$5.72M Buy
55,989
+7,095
+15% +$706K 0.04% 330
2025
Q4 		$4.06M Buy
48,894
+2,710
+6% +$254K 0.03% 382
2025
Q3 		$4.71M Buy
46,184
+17
+0% +$1.64K 0.04% 335
2025
Q2 		$4.74M Sell
46,167
-34,447
-43% -$3.25M 0.04% 343
2025
Q1 		$6.94M Sell
80,614
-17,784
-18% -$1.71M 0.07% 236
2024
Q4 		$10.3M Buy
98,398
+2,735
+3% +$321K 0.09% 169
2024
Q3 		$11.4M Sell
95,663
-394
-0.4% -$42.1K 0.11% 147
2024
Q2 		$8.61M Buy
96,057
+39,442
+70% +$3.19M 0.09% 172
2024
Q1 		$4.54M Buy
56,615
+3,763
+7% +$272K 0.05% 318
2023
Q4 		$3.7M Sell
52,852
-2,773
-5% -$174K 0.04% 325
2023
Q3 		$3.31M Buy
55,625
+3,622
+7% +$221K 0.05% 333
2023
Q2 		$2.95M Sell
52,003
-7,485
-13% -$410K 0.04% 365
2023
Q1 		$3.15M Buy
59,488
+1,419
+2% +$74.4K 0.05% 352
2022
Q4 		$2.89M Buy
58,069
+6,336
+12% +$320K 0.05% 347
2022
Q3 		$2.27M Buy
51,733
+4,357
+9% +$220K 0.04% 358
2022
Q2 		$2.31M Buy
47,376
+7,786
+20% +$410K 0.05% 343
2022
Q1 		$2.19M Buy
39,590
+620
+2% +$29.5K 0.04% 354
2021
Q4 		$2.04M Buy
38,970
+3,505
+10% +$166K 0.03% 380
2021
Q3 		$1.54M Sell
35,465
-714
-2% -$32.1K 0.03% 420
2021
Q2 		$1.53M Buy
36,179
+6,577
+22% +$276K 0.03% 439
2021
Q1 		$1.1M Sell
29,602
-41
-0.1% -$1.37K 0.02% 452
2020
Q4 		$874K Buy
29,643
+523
+2% +$14.5K 0.02% 506
2020
Q3 		$780K Buy
29,120
+78
+0.3% +$2.22K 0.02% 490
2020
Q2 		$758K Buy
+29,042
New +$733K 0.02% 452

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

Xponance's IRM Position: Q2 2026 in Review

Xponance increased its Iron Mountain (IRM) stake by 19% in Q2 2026, buying an estimated $1.3M and bringing the position to 66,624 shares worth $8.42M. The position accounts for 0.05% of the portfolio, ranked #272.

Xponance first reported a position in IRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.4M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Xponance held 66,624 shares of Iron Mountain worth $8.42M as of Q2 2026.
  • Xponance bought 10,635 Iron Mountain shares in Q2 2026, an estimated $1.3M.
  • Iron Mountain made up 0.05% of Xponance's portfolio in Q2 2026, its #272 holding.
  • Xponance first reported a position in Iron Mountain in Q2 2020 and has held it in 25 quarters since.
  • Xponance's Iron Mountain position peaked at $11.4M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.