Joel Greenblatt's IRM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 39,732 shares of Iron Mountain Incorporated (IRM) worth $4.06 M, representing 0.01% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in IRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2017, adding 34,094 shares. Largest reduction occurred in Q4 2025, reducing 45,377 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Iron Mountain Incorporated (IRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Iron Mountain Incorporated (IRM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1,185 | Add 3.07% | 39,732 | $102.14 |
| Q4 2025 | -45,377 | Reduce 54.07% | 38,547 | $82.95 |
| Q3 2025 | -10,904 | Reduce 11.50% | 83,924 | $101.94 |
| Q2 2025 | +29,144 | Add 44.37% | 94,828 | $102.57 |
| Q1 2025 | -20,873 | Reduce 24.11% | 65,684 | $86.04 |
| Q4 2024 | +5,153 | Add 6.33% | 86,557 | $105.11 |
| Q3 2024 | +10,404 | Add 14.65% | 81,404 | $118.83 |
| Q2 2024 | +21,732 | Add 44.11% | 71,000 | $89.62 |
| Q1 2024 | +6,762 | Add 15.91% | 49,268 | $80.21 |
| Q4 2023 | -11,536 | Reduce 21.35% | 42,506 | $69.98 |
| Q3 2023 | +11,059 | Add 25.73% | 54,042 | $59.45 |
| Q2 2023 | -2,882 | Reduce 6.28% | 42,983 | $56.82 |
| Q1 2023 | -3,124 | Reduce 6.38% | 45,865 | $52.91 |
| Q4 2022 | +9,216 | Add 23.17% | 48,989 | $49.85 |
| Q3 2022 | +17,450 | Add 78.17% | 39,773 | $43.97 |
| Q2 2022 | +1,924 | Add 9.43% | 22,323 | $48.69 |
| Q1 2022 | +3,272 | Add 19.10% | 20,399 | $55.39 |
| Q4 2021 | -13,428 | Reduce 43.95% | 17,127 | $52.32 |
| Q3 2021 | +11,578 | Add 61.01% | 30,555 | $43.46 |
| Q2 2021 | +18,977 | New Buy | 18,977 | $42.31 |
| Q4 2020 | -7,999 | Sold Out | 0 | $0.00 |
| Q3 2020 | -19,376 | Reduce 70.78% | 7,999 | $26.75 |
| Q2 2020 | +27,375 | New Buy | 27,375 | $26.08 |
| Q1 2020 | -11,712 | Sold Out | 0 | $0.00 |
| Q4 2019 | +11,712 | New Buy | 11,712 | $31.85 |
| Q3 2019 | -9,642 | Sold Out | 0 | $0.00 |
| Q2 2019 | +9,642 | New Buy | 9,642 | $31.32 |
| Q3 2017 | -34,589 | Sold Out | 0 | $0.00 |
| Q2 2017 | +495 | Add 1.45% | 34,589 | $34.35 |
| Q1 2017 | +34,094 | New Buy | 34,094 | $35.67 |
| Q3 2016 | -5,179 | Sold Out | 0 | $0.00 |
| Q2 2016 | -3,019 | Reduce 36.83% | 5,179 | $39.78 |
| Q1 2016 | -43,095 | Reduce 84.02% | 8,198 | $33.91 |
| Q4 2015 | +51,293 | New Buy | 51,293 | $27.00 |
Joel Greenblatt's Iron Mountain Incorporated Investment FAQs
Joel Greenblatt first purchased Iron Mountain Incorporated (IRM) in Q4 2015, acquiring 51,293 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Iron Mountain Incorporated (IRM) for 34 quarters since Q4 2015.
Joel Greenblatt's largest addition to Iron Mountain Incorporated (IRM) was in Q4 2015, adding 51,293 shares worth $1.38 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 39,732 shares of Iron Mountain Incorporated (IRM), valued at approximately $4.06 M.
As of the Q1 2026 filing, Iron Mountain Incorporated (IRM) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Iron Mountain Incorporated (IRM) was 94,828 shares, as reported at the end of Q2 2025.