IRON MOUNTAIN INC · CUSIP 46284V101 · CIK 1766157
As of 2026-06-30, Sargent Investment Group, LLC reported 131.88K IRM (shares), valued at $16.66M, or 2.00% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 2.01%; reported value increased 21.18%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.00% | 131,883 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 1.81% | 134,587 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 1.41% | 135,094 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 2.00% | 137,404 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.66% | 136,751 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.68% | 121,947 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 2.10% | 125,638 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 2.72% | 127,610 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 2.31% | 126,360 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 2.39% | 135,926 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 2.24% | 146,357 | SEC filing ↗Filed Feb 5, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.24% | 146,357 | $10.24M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 2.39% | 135,926 | $10.90M | Shares decreased 7.13%; reported value increased 6.45%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 2.31% | 126,360 | $11.32M | Shares decreased 7.04%; reported value increased 3.87%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 2.72% | 127,610 | $15.16M | Shares increased 0.99%; reported value increased 33.90%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 2.10% | 125,638 | $12.85M | Shares decreased 1.55%; reported value decreased 15.29%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 1.68% | 121,947 | $10.49M | Shares decreased 2.94%; reported value decreased 18.32%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 1.66% | 136,751 | $12.31M | Shares increased 12.14%; reported value increased 17.35%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.00% | 137,404 | $14.01M | Shares increased 0.48%; reported value increased 13.76%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.41% | 135,094 | $11.21M | Shares decreased 1.68%; reported value decreased 20.00%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 1.81% | 134,587 | $13.75M | Shares decreased 0.38%; reported value increased 22.67%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 2.00% | 131,883 | $16.66M | Shares decreased 2.01%; reported value increased 21.18%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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