Iron Mountain Incorporated
US ˙ NYSE ˙ US46284V1017

SecurityIRM / Iron Mountain Incorporated
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership69,793 shares
Latest Disclosed Value $ 7,128,657
Wealthfront Advisers Llc reports 3.49% increase in ownership of IRM / Iron Mountain Incorporated

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 69,793 shares of Iron Mountain Incorporated (US:IRM) valued at $7,128,657 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 67,439 shares of Iron Mountain Incorporated. This represents a change in shares of 3.49% during the quarter. The current value of the position is $8,930,014 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)
2026-05-05 2026-03-31 13F IRON MTN INC DEL COM 46284V101 69,793 2,354 3.49 7,129 27.42 0.0156
2026-01-30 2025-12-31 13F IRON MTN INC DEL COM 46284V101 67,439 -6,762 -9.11 5,594 -26.04 0.0125
2025-11-06 2025-09-30 13F IRON MTN INC DEL COM 46284V101 74,201 -1,780 -2.34 7,564 -2.94 0.0178
2025-07-31 2025-06-30 13F IRON MTN INC DEL COM 46284V101 75,981 200 0.26 7,793 19.52 0.0201
2025-05-02 2025-03-31 13F IRON MTN INC DEL COM 46284V101 75,781 3,385 4.68 6,520 -14.31 0.0175
2025-04-01 2024-12-31 13F/A-1 IRON MTN INC DEL COM 46284V101 72,396 3,356 4.86 7,610 -7.25 0.0222
2025-02-07 2024-12-31 13F IRON MTN INC DEL COM 46284V101 6,864,832 6,795,792 1,344,340 4.0611
2024-11-12 2024-09-30 13F IRON MTN INC DEL COM 46284V101 69,040 672 0.98 8,204 33.90 0.0252
2024-08-14 2024-06-30 13F IRON MTN INC DEL COM 46284V101 68,368 -1,017 -1.47 6,127 10.10 0.0206
2024-04-19 2024-03-31 13F IRON MTN INC DEL COM 46284V101 69,385 -1,721 -2.42 5,565 11.86 0.0195
2024-02-09 2023-12-31 13F IRON MTN INC DEL COM 46284V101 71,106 800 1.14 4,976 19.05 0.0191
2023-11-01 2023-09-30 13F IRON MTN INC DEL COM 46284V101 70,306 1,018 1.47 4,180 6.17 0.0180
2023-08-07 2023-06-30 13F IRON MTN INC DEL COM 46284V101 69,288 -476 -0.68 3,937 6.64 0.0167
2023-04-28 2023-03-31 13F IRON MTN INC DEL COM 46284V101 69,764 -50 -0.07 3,691 6.06 0.0168
2023-02-10 2022-12-31 13F IRON MTN INC DEL COM 46284V101 69,814 -2,569 -3.55 3,480 9.33 0.0169
2022-11-14 2022-09-30 13F IRON MTN INC DEL COM 46284V101 72,383 -23,902 -24.82 3,183 -32.10 0.0169
2022-07-20 2022-06-30 13F IRON MTN INC COM 46284V101 96,285 471 0.49 4,688 -11.71 0.0236
2022-05-16 2022-03-31 13F IRON MTN INC COM 46284V101 95,814 13,160 15.92 5,310 22.75 0.0233
2022-01-21 2021-12-31 13F IRON MTN INC COM 46284V101 82,654 -10,038 -10.83 4,326 7.42 0.0183
2021-11-15 2021-09-30 13F IRON MTN INC COM 46284V101 92,692 40,632 78.05 4,027 82.80 0.0187
2021-08-16 2021-06-30 13F IRON MTN INC COM 46284V101 52,060 10,354 24.83 2,203 42.68 0.0105
2021-05-14 2021-03-31 13F IRON MTN INC COM 46284V101 41,706 6,301 17.80 1,544 47.89 0.0083
2021-02-16 2020-12-31 13F IRON MTN INC COM 46284V101 35,405 3,352 10.46 1,044 21.54 0.0063
2020-11-16 2020-09-30 13F IRON MTN INC COM 46284V101 32,053 1,558 5.11 859 7.91 0.0061
2020-08-14 2020-06-30 13F IRON MTN INC COM 46284V101 30,495 -42,338 -58.13 796 -54.07 0.0062
2020-05-15 2020-03-31 13F IRON MTN INC COM 46284V101 72,833 44,274 155.03 1,733 90.44 0.0157
2020-01-21 2019-12-31 13F IRON MTN INC COM 46284V101 28,559 5,346 23.03 910 21.01 0.0067
2019-10-15 2019-09-30 13F IRON MTN INC COM 46284V101 23,213 515 2.27 752 5.92 0.0063
2019-08-13 2019-06-30 13F IRON MTN INC COM 46284V101 22,698 -2,694 -10.61 710 -21.11 0.0062
2019-05-13 2019-03-31 13F IRON MTN INC COM 46284V101 25,392 6,264 32.75 900 45.16 0.0083
2019-02-14 2018-12-31 13F IRON MTN INC COM 46284V101 19,128 19,128 620 0.0066
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.