Ray Dalio's IRM Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 4,694 shares of Iron Mountain Incorporated (IRM) worth $479,445, representing 0.00% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in IRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 72,226 shares. Largest reduction occurred in Q1 2023, reducing 90,623 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Iron Mountain Incorporated (IRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Iron Mountain Incorporated (IRM) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +4,694 | New Buy | 4,694 | $102.14 |
| Q1 2025 | -2,074 | Sold Out | 0 | $0.00 |
| Q4 2024 | +2,074 | New Buy | 2,074 | $105.11 |
| Q1 2023 | -90,623 | Sold Out | 0 | $0.00 |
| Q4 2022 | +29,163 | Add 47.45% | 90,623 | $49.85 |
| Q3 2022 | +4,276 | Add 7.48% | 61,460 | $43.96 |
| Q2 2022 | +8,360 | Add 17.12% | 57,184 | $48.68 |
| Q1 2022 | +21,853 | Add 81.02% | 48,824 | $55.40 |
| Q4 2021 | +26,971 | New Buy | 26,971 | $52.32 |
| Q3 2020 | -10,480 | Sold Out | 0 | $0.00 |
| Q2 2020 | -5,295 | Reduce 33.57% | 10,480 | $26.15 |
| Q1 2020 | +15,775 | New Buy | 15,775 | $23.77 |
| Q4 2019 | -48,484 | Sold Out | 0 | $0.00 |
| Q3 2019 | +35,573 | Add 275.52% | 48,484 | $32.38 |
| Q2 2019 | +12,911 | New Buy | 12,911 | $31.29 |
| Q1 2019 | -81,746 | Sold Out | 0 | $0.00 |
| Q4 2018 | +72,226 | Add 758.68% | 81,746 | $32.41 |
| Q3 2018 | -16,666 | Reduce 63.64% | 9,520 | $34.56 |
| Q2 2018 | -20,229 | Reduce 43.58% | 26,186 | $35.02 |
| Q1 2018 | +46,415 | New Buy | 46,415 | $32.86 |
| Q3 2017 | -6,038 | Sold Out | 0 | $0.00 |
| Q2 2017 | +6,038 | New Buy | 6,038 | $34.28 |
| Q3 2015 | -11,603 | Sold Out | 0 | $0.00 |
| Q2 2015 | +11,603 | New Buy | 11,603 | $31.03 |
Ray Dalio's Iron Mountain Incorporated Investment FAQs
Ray Dalio first purchased Iron Mountain Incorporated (IRM) in Q2 2015, acquiring 11,603 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Iron Mountain Incorporated (IRM) for 24 quarters since Q2 2015.
Ray Dalio's largest addition to Iron Mountain Incorporated (IRM) was in Q4 2018, adding 81,746 shares worth $2.65 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 4,694 shares of Iron Mountain Incorporated (IRM), valued at approximately $479,445.
As of the Q1 2026 filing, Iron Mountain Incorporated (IRM) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Iron Mountain Incorporated (IRM) was 90,623 shares, as reported at the end of Q4 2022.