Iron Mountain Incorporated
US ˙ NYSE ˙ US46284V1017

SecurityIRM / Iron Mountain Incorporated
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership2,787 shares
Latest Disclosed Value $ 287,072
IMA Wealth, Inc. reports 6.22% decrease in ownership of IRM / Iron Mountain Incorporated

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 2,787 shares of Iron Mountain Incorporated (US:IRM) valued at $284,664 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,972 shares of Iron Mountain Incorporated. This represents a change in shares of -6.22% during the quarter. The current value of the position is $356,597 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)
2026-05-06 2026-03-31 13F Iron Mountain Common Stock 46284V101 2,787 -185 -6.22 287 15.26 0.0280
2026-02-11 2025-12-31 13F Iron Mountain Common Stock 46284V101 2,972 17 0.58 249 -17.82 0.0239
2025-11-06 2025-09-30 13F Iron Mountain Common Stock 46284V101 2,955 -2 -0.07 304 -0.66 0.0306
2025-08-08 2025-06-30 13F Iron Mountain Common Stock 46284V101 2,957 3 0.10 306 19.14 0.0328
2025-05-06 2025-03-31 13F Iron Mountain Common Stock 46284V101 2,954 0 0.00 256 -17.95 0.0304
2025-02-14 2024-12-31 13F IRON MTN INC DEL COM 46284V101 2,954 0 0.00 313 -11.61 0.0376
2024-11-14 2024-09-30 13F Iron Mountain Common Stock 46284V101 2,954 0 0.00 353 33.71 0.0769
2024-08-06 2024-06-30 13F/A-1 IRON MTN INC DEL COM 46284V101 2,954 0 0.00 265 11.86 0.1169
2024-07-25 2024-06-30 13F IRON MTN INC DEL COM 46284V101 2,954 0 265 0.0602
2024-04-24 2024-03-31 13F IRON MTN INC DEL COM 46284V101 2,954 0 0.00 237 14.56 0.1120
2024-02-05 2023-12-31 13F IRON MTN INC DEL COM 46284V101 2,954 2,954 207 0.1035
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.