Iron Mountain Incorporated
US ˙ NYSE ˙ US46284V1017

SecurityIRM / Iron Mountain Incorporated
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership6,025 shares
Latest Disclosed Value $ 615,394
Sheets Smith Wealth Management reports 0.62% increase in ownership of IRM / Iron Mountain Incorporated

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 6,025 shares of Iron Mountain Incorporated (US:IRM) valued at $615,394 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 5,988 shares of Iron Mountain Incorporated. This represents a change in shares of 0.62% during the quarter. The current value of the position is $784,756 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)
2026-04-16 2026-03-31 13F IRON MTN INC DEL COM 46284V101 6,025 37 0.62 615 23.99 0.0693
2026-01-20 2025-12-31 13F IRON MTN INC DEL COM 46284V101 5,988 78 1.32 497 -17.61 0.0545
2025-10-16 2025-09-30 13F IRON MTN INC DEL COM 46284V101 5,910 0 0.00 602 -0.66 0.0682
2025-07-15 2025-06-30 13F IRON MTN INC DEL COM 46284V101 5,910 -30 -0.51 606 18.59 0.0709
2025-04-23 2025-03-31 13F IRON MTN INC DEL COM 46284V101 5,940 -115 -1.90 511 -19.65 0.0635
2025-01-17 2024-12-31 13F IRON MTN INC DEL COM 46284V101 6,055 -355 -5.54 636 -16.43 0.0777
2024-11-01 2024-09-30 13F IRON MTN INC DEL COM 46284V101 6,410 -50 -0.77 762 31.66 0.0932
2024-07-30 2024-06-30 13F IRON MTN INC DEL COM 46284V101 6,460 0 0.00 579 11.58 0.0692
2024-05-08 2024-03-31 13F IRON MTN INC DEL COM 46284V101 6,460 0 0.00 518 14.60 0.0580
2024-02-06 2023-12-31 13F IRON MTN INC DEL COM 46284V101 6,460 -245 -3.65 452 13.57 0.0643
2023-10-23 2023-09-30 13F IRON MTN INC DEL COM 46284V101 6,705 -200 -2.90 399 1.53 0.0607
2023-08-09 2023-06-30 13F IRON MTN INC DEL COM 46284V101 6,905 0 0.00 392 7.40 0.0574
2023-05-26 2023-03-31 13F/A-1 IRON MTN INC DEL COM 46284V101 6,905 0 0.00 365 6.10 0.0558
2023-05-12 2023-03-31 13F IRON MTN INC DEL COM 46284V101 53 -6,852 365 0.0559
2023-03-08 2022-12-31 13F IRON MTN INC DEL COM 46284V101 6,905 -675 -8.91 344 3.30 0.0539
2022-11-01 2022-09-30 13F IRON MTN INC DEL COM 46284V101 7,580 0 0.00 333 -9.76 0.0556
2022-07-27 2022-06-30 13F IRON MTN INC COM 46284V101 7,580 0 0.00 369 -12.14 0.0607
2022-05-02 2022-03-31 13F IRON MTN INC COM 46284V101 7,580 0 0.00 420 5.79 0.0579
2022-01-20 2021-12-31 13F IRON MTN INC COM 46284V101 7,580 0 0.00 397 20.67 0.0493
2021-10-15 2021-09-30 13F IRON MTN INC COM 46284V101 7,580 -85 -1.11 329 1.54 0.0446
2021-08-03 2021-06-30 13F IRON MTN INC COM 46284V101 7,665 0 0.00 324 14.08 0.0437
2021-04-23 2021-03-31 13F IRON MTN INC COM 46284V101 7,665 -675 -8.09 284 15.45 0.0418
2021-01-13 2020-12-31 13F IRON MTN INC COM 46284V101 8,340 40 0.48 246 10.81 0.0372
2020-10-26 2020-09-30 13F IRON MTN INC COM 46284V101 8,300 -260 -3.04 222 -0.45 0.0386
2020-07-17 2020-06-30 13F IRON MTN INC COM 46284V101 8,560 -367 -4.11 223 5.19 0.0446
2020-04-28 2020-03-31 13F IRON MTN INC COM 46284V101 8,927 762 9.33 212 -18.46 0.0444
2020-01-24 2019-12-31 13F IRON MTN INC COM 46284V101 8,165 405 5.22 260 3.59 0.0497
2019-10-28 2019-09-30 13F IRON MTN INC COM 46284V101 7,760 250 3.33 251 6.81 0.0516
2019-07-12 2019-06-30 13F IRON MTN INC COM 46284V101 7,510 -1,000 -11.75 235 -22.19 0.0482
2019-05-13 2019-03-31 13F IRON MTN INC COM 46284V101 8,510 0 0.00 302 9.42 0.0654
2019-01-11 2018-12-31 13F IRON MTN INC COM 46284V101 8,510 0 0.00 276 -6.12 0.0744
2018-10-15 2018-09-30 13F IRON MTN INC COM 46284V101 8,510 620 7.86 294 6.52 0.0608
2018-07-26 2018-06-30 13F IRON MTN INC COM 46284V101 7,890 375 4.99 276 11.74 0.0646
2018-04-09 2018-03-31 13F IRON MTN INC COM 46284V101 7,515 7,515 247 0.0593
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.