Iron Mountain Incorporated
MX ˙ BMV ˙ US46284V1017
SecurityMX:IRM1 / Iron Mountain Incorporated
InstitutionAdell Harriman & Carpenter Inc
Latest Disclosed Ownership315,817 shares
Latest Disclosed Value $ 32,257,625
Adell Harriman & Carpenter Inc reports 0.38% increase in ownership of IRM1 / Iron Mountain Incorporated

On May 4, 2026 - Adell Harriman & Carpenter Inc filed a 13F-HR form disclosing ownership of 315,817 shares of Iron Mountain Incorporated (MX:IRM1) valued at $32,257,625 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 314,617 shares of Iron Mountain Incorporated. This represents a change in shares of 0.38% during the quarter.

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)
2026-05-04 2026-03-31 13F Iron Mountain Com 46284V101 315,817 1,200 0.38 32,258 23.60 1.9682
2026-02-06 2025-12-31 13F Iron Mountain Com 46284V101 314,617 -11,698 -3.58 26,097 -21.55 1.5583
2025-11-04 2025-09-30 13F Iron Mountain Com 46284V101 326,315 2,015 0.62 33,265 0.00 2.0203
2025-08-04 2025-06-30 13F Iron Mountain Com 46284V101 324,300 2,466 0.77 33,263 20.13 2.2059
2025-04-29 2025-03-31 13F Iron Mountain Com 46284V101 321,834 -7,995 -2.42 27,691 -20.13 2.0857
2025-01-30 2024-12-31 13F Iron Mountain Com 46284V101 329,829 1,459 0.44 34,668 -11.15 2.4118
2024-10-25 2024-09-30 13F Iron Mountain Com 46284V101 328,370 -4,305 -1.29 39,020 30.88 2.8378
2024-08-01 2024-06-30 13F Iron Mountain Com 46284V101 332,675 5,117 1.56 29,814 13.48 2.3025
2024-04-25 2024-03-31 13F Iron Mountain Com 46284V101 327,558 2,560 0.79 26,273 15.52 2.1634
2024-02-05 2023-12-31 13F Iron Mountain Com 46284V101 324,998 -633 -0.19 22,743 17.49 2.1049
2023-11-07 2023-09-30 13F Iron Mountain Com 46284V101 325,631 4,520 1.41 19,359 5.26 2.0086
2023-08-04 2023-06-30 13F Iron Mountain Com 46284V101 321,111 -3,765 -1.16 18,390 6.99 1.8688
2023-05-03 2023-03-31 13F Iron Mountain Com 46284V101 324,876 4,490 1.40 17,189 7.63 1.8459
2023-02-03 2022-12-31 13F Iron Mountain Com 46284V101 320,386 13,093 4.26 15,971 18.21 1.8364
2022-11-03 2022-09-30 13F Iron Mountain Com 46284V101 307,293 14,095 4.81 13,512 -5.35 1.6442
2022-08-03 2022-06-30 13F Iron Mountain Com 46284V101 293,198 9,925 3.50 14,276 -9.05 1.7506
2022-04-29 2022-03-31 13F Iron Mountain Com 46284V101 283,273 -2,787 -0.97 15,696 4.86 1.5257
2022-02-16 2021-12-31 13F Iron Mountain Com 46284V101 286,060 8,515 3.07 14,970 24.13 1.3891
2021-11-05 2021-09-30 13F Iron Mountain Com 46284V101 277,545 275 0.10 12,059 2.77 1.2557
2021-08-10 2021-06-30 13F Iron Mountain Com 46284V101 277,270 6,695 2.47 11,734 17.19 1.2351
2021-05-03 2021-03-31 13F Iron Mountain Com 46284V101 270,575 10,910 4.20 10,014 30.82 1.2147
2021-02-05 2020-12-31 13F Iron Mountain Com 46284V101 259,665 27,215 11.71 7,655 22.92 1.0081
2020-11-06 2020-09-30 13F Iron Mountain Com 46284V101 232,450 77,145 49.67 6,227 53.64 0.9294
2020-08-13 2020-06-30 13F IRON MOUNTAIN Com 46284V101 155,305 80,475 107.54 4,053 127.70 0.6938
2020-05-07 2020-03-31 13F IRON MOUNTAIN Com 46284V101 74,830 -2,120 -2.76 1,781 -27.41 0.3771
2020-02-07 2019-12-31 13F IRON MOUNTAIN Com 46284V101 76,950 4,800 6.65 2,452 4.97 0.4034
2019-11-08 2019-09-30 13F IRON MOUNTAIN Com 46284V101 72,150 53,050 277.75 2,337 291.29 0.4232
2019-08-07 2019-06-30 13F IRON MOUNTAIN Com 46284V101 19,100 3,600 23.23 598 8.74 0.1117
2019-05-07 2019-03-31 13F IRON MOUNTAIN Com 46284V101 15,500 1,800 13.14 550 23.65 0.1069
2019-02-08 2018-12-31 13F IRON MOUNTAIN Com 46284V101 13,700 1,300 10.48 444 3.74 0.0979
2018-11-14 2018-09-30 13F IRON MOUNTAIN Com 46284V101 12,400 -400 -3.12 428 -4.46 0.0801
2018-08-06 2018-06-30 13F IRON MOUNTAIN Com 46284V101 12,800 -2,100 -14.09 448 -8.38 0.0888
2018-05-08 2018-03-31 13F IRON MOUNTAIN Com 46284V101 14,900 -2,000 -11.83 490 -23.23 0.1016
2018-02-05 2017-12-31 13F IRON MOUNTAIN Com 46284V101 16,900 -600 -3.43 638 -6.32 0.1349
2017-11-06 2017-09-30 13F IRON MOUNTAIN Com 46284V101 17,500 1,200 7.36 681 21.43 0.1487
2017-08-04 2017-06-30 13F IRON MOUNTAIN Com 46284V101 16,300 16,300 560 0.1266
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.