Iron Mountain Incorporated
MX ˙ BMV ˙ US46284V1017
SecurityMX:IRM1 / Iron Mountain Incorporated
InstitutionKeystone Financial Group
Latest Disclosed Ownership2,679 shares
Latest Disclosed Value $ 273,592
Keystone Financial Group ownership in IRM1 / Iron Mountain Incorporated

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 2,679 shares of Iron Mountain Incorporated (MX:IRM1) valued at $273,592 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,679 shares of Iron Mountain Incorporated. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F IRON MOUNTAIN Equtities 46284V101 2,679 0 0.00 274 22.97 0.0184
2026-02-06 2025-12-31 13F IRON MOUNTAIN Equities 46284V101 2,679 -1,000 -27.18 222 -40.64 0.0164
2025-11-17 2025-09-30 13F/A-1 IRON MOUNTAIN Common Stock 46284V101 3,679 1,000 37.33 375 36.50 0.0287
2025-11-14 2025-09-30 13F IRON MOUNTAIN Common Stock 46284V101 2,679 0 275 0.0218
2025-08-13 2025-06-30 13F IRON MOUNTAIN Common Stock 46284V101 2,679 -502 -15.78 275 0.37 0.0248
2025-05-13 2025-03-31 13F IRON MOUNTAIN Common Stock 46284V101 3,181 8 0.25 274 -18.02 0.0278
2025-02-13 2024-12-31 13F IRON MOUNTAIN Common Stock 46284V101 3,173 -1,048 -24.83 333 -33.53 0.0328
2025-02-19 2024-09-30 13F/A-3 IRON MOUNTAIN Common Stock 46284V101 4,221 1,370 48.05 502 96.47 0.0642
2025-02-18 2024-09-30 13F/A-2 IRON MOUNTAIN Common Stock 46284V101 21,070 18,219 494 0.0643
2024-11-12 2024-09-30 13F IRON MOUNTAIN Common Stock 46284V101 4,221 1,370 502 0.1656
2024-07-31 2024-06-30 13F IRON MOUNTAIN Common Stock 46284V101 2,851 2,851 255 0.0915
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.