Iron Mountain Incorporated
US ˙ NYSE ˙ US46284V1017

SecurityIRM / Iron Mountain Incorporated
InstitutionFoster & Motley Inc
Latest Disclosed Ownership3,283 shares
Latest Disclosed Value $ 335
Foster & Motley Inc ownership in IRM / Iron Mountain Incorporated

On April 21, 2026 - Foster & Motley Inc filed a 13F-HR form disclosing ownership of 3,283 shares of Iron Mountain Incorporated (US:IRM) valued at $335,326 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 3,283 shares of Iron Mountain Incorporated. The current value of the position is $427,479 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F Iron Mountain com 46284V101 3,283 0 0.00 0 0.0173
2026-01-15 2025-12-31 13F Iron Mountain com 46284V101 3,283 0 0.00 0 0.0145
2025-10-23 2025-09-30 13F Iron Mountain com 46284V101 3,283 -35 -1.05 0 0.0181
2025-07-29 2025-06-30 13F Iron Mountain com 46284V101 3,318 -57 -1.69 0 0.0196
2025-05-08 2025-03-31 13F Iron Mountain com 46284V101 3,375 -25 -0.74 0 0.0183
2025-01-23 2024-12-31 13F Iron Mountain com 46284V101 3,400 -320 -8.60 0 0.0232
2024-10-30 2024-09-30 13F Iron Mountain com 46284V101 3,720 -897 -19.43 0 0.0280
2024-08-02 2024-06-30 13F Iron Mountain com 46284V101 4,617 -539 -10.45 0 0.0285
2024-04-18 2024-03-31 13F Iron Mountain com 46284V101 5,156 -1,671 -24.48 0 0.0285
2024-02-01 2023-12-31 13F Iron Mountain com 46284V101 6,827 -5,113 -42.82 0 0.0355
2023-10-24 2023-09-30 13F Iron Mountain com 46284V101 11,940 -17,975 -60.09 1 -100.00 0.0582
2023-08-08 2023-06-30 13F Iron Mountain com 46284V101 29,915 5,660 23.34 2 0.00 0.1317
2023-05-09 2023-03-31 13F Iron Mountain com 46284V101 24,255 5,182 27.17 1 0.1044
2023-02-09 2022-12-31 13F Iron Mountain com 46284V101 19,073 5,619 41.76 1 -100.00 0.0812
2022-11-04 2022-09-30 13F Iron Mountain com 46284V101 13,454 1,502 12.57 592 1.72 0.0562
2022-08-09 2022-06-30 13F Iron Mountain com 46284V101 11,952 -201 -1.65 582 -13.52 0.0511
2022-04-28 2022-03-31 13F Iron Mountain com 46284V101 12,153 -1,596 -11.61 673 -6.40 0.0528
2022-01-25 2021-12-31 13F Iron Mountain com 46284V101 13,749 -2,248 -14.05 719 3.45 0.0559
2021-10-29 2021-09-30 13F Iron Mountain com 46284V101 15,997 -3,390 -17.49 695 -15.24 0.0579
2021-07-20 2021-06-30 13F Iron Mountain com 46284V101 19,387 -11,910 -38.05 820 -29.19 0.0687
2021-04-26 2021-03-31 13F Iron Mountain com 46284V101 31,297 -4,426 -12.39 1,158 9.97 0.0966
2021-02-01 2020-12-31 13F Iron Mountain com 46284V101 35,723 -2,721 -7.08 1,053 2.23 0.1017
2020-10-19 2020-09-30 13F Iron Mountain com 46284V101 38,444 -5,903 -13.31 1,030 -10.98 0.1213
2020-07-20 2020-06-30 13F Iron Mountain com 46284V101 44,347 -16,371 -26.96 1,157 -19.93 0.1447
2020-04-21 2020-03-31 13F Iron Mountain com 46284V101 60,718 -9,359 -13.36 1,445 -35.29 0.2155
2020-02-05 2019-12-31 13F Iron Mountain com 46284V101 70,077 -2,664 -3.66 2,233 -5.22 0.2797
2019-10-24 2019-09-30 13F Iron Mountain com 46284V101 72,741 -12,093 -14.25 2,356 -11.26 0.3210
2019-07-17 2019-06-30 13F Iron Mountain com 46284V101 84,834 8,596 11.28 2,655 -1.78 0.3722
2019-05-08 2019-03-31 13F Iron Mountain com 46284V101 76,238 -12,663 -14.24 2,703 -6.18 0.3896
2019-01-30 2018-12-31 13F Iron Mountain ETF 46284V101 88,901 -13,018 -12.77 2,881 -18.11 0.4612
2018-10-31 2018-09-30 13F Iron Mountain com 46284V101 101,919 -3,130 -2.98 3,518 -4.35 0.5277
2018-07-24 2018-06-30 13F Iron Mountain com 46284V101 105,049 15,176 16.89 3,678 24.55 0.5865
2018-05-14 2018-03-31 13F Iron Mountain com 46284V101 89,873 38,963 76.53 2,953 53.72 0.4811
2018-01-22 2017-12-31 13F Iron Mountain com 46284V101 50,910 50,910 1,921 0.3070
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.