Iron Mountain Incorporated
MX ˙ BMV ˙ US46284V1017
SecurityMX:IRM1 / Iron Mountain Incorporated
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership15,818 shares
Latest Disclosed Value $ 1,615,650
Crossmark Global Holdings, Inc. reports 1.31% decrease in ownership of IRM1 / Iron Mountain Incorporated

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 15,818 shares of Iron Mountain Incorporated (MX:IRM1) valued at $1,615,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 16,028 shares of Iron Mountain Incorporated. This represents a change in shares of -1.31% 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)
2026-05-11 2026-03-31 13F IRON MTN INC DEL COM 46284V101 15,818 -210 -1.31 1,616 21.52 0.0239
2026-02-03 2025-12-31 13F IRON MTN INC DEL COM 46284V101 16,028 1,009 6.72 1,330 -13.19 0.0190
2025-11-12 2025-09-30 13F IRON MTN INC DEL COM 46284V101 15,019 -50,774 -77.17 1,531 -77.31 0.0229
2025-08-08 2025-06-30 13F IRON MTN INC DEL COM 46284V101 65,793 3,765 6.07 6,748 26.46 0.1090
2025-04-30 2025-03-31 13F IRON MTN INC DEL COM 46284V101 62,028 4,422 7.68 5,337 88,833.33 0.0941
2025-01-16 2024-12-31 13F IRON MTN INC NEW COM COM 46284V101 57,606 -661 -1.13 6 0.00 0.1104
2024-11-04 2024-09-30 13F IRON MTN INC NEW COM COM 46284V101 58,267 -8,093 -12.20 7 20.00 0.1235
2024-07-29 2024-06-30 13F IRON MTN INC NEW COM COM 46284V101 66,360 -173,529 -72.34 6 -73.68 0.1137
2024-05-13 2024-03-31 13F IRON MTN INC NEW COM COM 46284V101 239,889 -8,088 -3.26 19 11.76 0.3689
2024-02-13 2023-12-31 13F IRON MTN INC NEW COM COM 46284V101 247,977 -10,001 -3.88 17 13.33 0.3601
2023-11-08 2023-09-30 13F IRON MTN INC NEW COM COM 46284V101 257,978 5,141 2.03 15 0.00 0.3490
2023-07-31 2023-06-30 13F IRON MTN INC NEW COM COM 46284V101 252,837 10,876 4.49 15 25.00 0.3295
2023-05-12 2023-03-31 13F IRON MTN INC NEW COM COM 46284V101 241,961 7,410 3.16 13 9.09 0.3013
2023-01-19 2022-12-31 13F IRON MTN INC NEW COM COM 46284V101 234,551 9,231 4.10 12 -99.89 0.2914
2022-11-01 2022-09-30 13F IRON MTN INC NEW COM COM 46284V101 225,320 754 0.34 9,907 -9.39 0.2749
2022-07-29 2022-06-30 13F IRON MTN INC NEW COM COM 46284V101 224,566 6,183 2.83 10,934 -9.64 0.2833
2022-05-11 2022-03-31 13F IRON MTN INC NEW COM COM 46284V101 218,383 -1,152 -0.52 12,100 5.33 0.2698
2022-01-10 2021-12-31 13F IRON MTN INC NEW COM COM 46284V101 219,535 21,706 10.97 11,488 33.64 0.2495
2021-10-21 2021-09-30 13F/A-1 IRON MTN INC NEW COM COM 46284V101 197,829 180,974 1,073.71 8,596 1,105.61 0.2014
2021-07-21 2021-06-30 13F IRON MTN INC NEW COM COM 46284V101 16,855 463 2.82 713 17.46 0.0168
2021-04-15 2021-03-31 13F IRON MTN INC NEW COM COM 46284V101 16,392 540 3.41 607 29.98 0.0150
2021-01-14 2020-12-31 13F IRON MTN INC NEW COM COM 46284V101 15,852 -20 -0.13 467 9.88 0.0118
2020-10-08 2020-09-30 13F IRON MTN INC NEW COM COM 46284V101 15,872 -50 -0.31 425 2.16 0.0119
2020-08-14 2020-06-30 13F IRON MTN INC NEW COM COM 46284V101 15,922 -147 -0.91 416 8.90 0.0121
2020-04-28 2020-03-31 13F IRON MTN INC NEW COM COM 46284V101 16,069 40 0.25 382 -25.24 0.0137
2020-02-06 2019-12-31 13F IRON MTN INC NEW COM COM 46284V101 16,029 -187 -1.15 511 -2.67 0.0140
2019-10-09 2019-09-30 13F IRON MTN INC NEW COM COM 46284V101 16,216 -1,081 -6.25 525 -2.96 0.0153
2019-07-09 2019-06-30 13F IRON MTN INC NEW COM COM 46284V101 17,297 -189 -1.08 541 -12.74 0.0152
2019-05-02 2019-03-31 13F IRON MTN INC NEW COM COM 46284V101 17,486 240 1.39 620 10.91 0.0176
2019-01-31 2018-12-31 13F IRON MTN INC NEW COM COM 46284V101 17,246 -2,304 -11.79 559 -17.19 0.0173
2018-11-08 2018-09-30 13F/A-1 IRON MTN INC NEW COM COM 46284V101 19,550 349 1.82 675 0.45 0.0171
2018-11-06 2018-09-30 13F IRON MTN INC NEW COM COM 46284V101 19,201 0 672
2018-07-31 2018-06-30 13F IRON MTN INC NEW COM COM 46284V101 19,201 -2,569 -11.80 672 -6.01 0.0180
2018-04-16 2018-03-31 13F IRON MTN INC NEW COM COM 46284V101 21,770 -862 -3.81 715 -16.28 0.0185
2018-02-05 2017-12-31 13F IRON MTN INC NEW COM COM 46284V101 22,632 2,148 10.49 854 7.15 0.0205
2017-10-27 2017-09-30 13F IRON MTN INC NEW COM COM 46284V101 20,484 0 0.00 797 0.00 0.0205
2017-10-25 2016-09-30 13F IRON MTN INC NEW COM COM 46284V101 20,484 20,484 797 0.0205
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.