American Trust Investment Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.79M | Buy |
37,146
+522
| +1% | +$51.9K | 2.1% | 22 |
|
|
2025
Q4 | $3.04M | Buy |
36,624
+294
| +0.8% | +$27.5K | 1.62% | 26 |
|
|
2025
Q3 | $3.7M | Sell |
36,330
-17,890
| -33% | -$1.72M | 1.91% | 24 |
|
|
2025
Q2 | $5.56M | Sell |
54,220
-9,294
| -15% | -$876K | 2.81% | 11 |
|
|
2025
Q1 | $5.46M | Sell |
63,514
-4,310
| -6% | -$415K | 2.29% | 13 |
|
|
2024
Q4 | $7.13M | Buy |
67,824
+1,794
| +3% | +$211K | 2.92% | 8 |
|
|
2024
Q3 | $7.85M | Sell |
66,030
-4,366
| -6% | -$467K | 3.21% | 5 |
|
|
2024
Q2 | $6.31M | Sell |
70,396
-2,163
| -3% | -$175K | 3.06% | 8 |
|
|
2024
Q1 | $5.82M | Buy |
72,559
+675
| +0.9% | +$48.9K | 2.77% | 11 |
|
|
2023
Q4 | $5.03M | Buy |
71,884
+683
| +1% | +$42.8K | 2.61% | 11 |
|
|
2023
Q3 | $4.23M | Buy |
71,201
+4,332
| +6% | +$265K | 2.34% | 15 |
|
|
2023
Q2 | $3.8M | Buy |
66,869
+1,223
| +2% | +$67K | 2.13% | 17 |
|
|
2023
Q1 | $3.47M | Buy |
65,646
+1,595
| +2% | +$83.6K | 2.09% | 20 |
|
|
2022
Q4 | $3.19M | Buy |
64,051
+255
| +0.4% | +$12.9K | 2.03% | 19 |
|
|
2022
Q3 | $2.81M | Sell |
63,796
-10,331
| -14% | -$522K | 1.8% | 21 |
|
|
2022
Q2 | $3.61M | Buy |
74,127
+180
| +0.2% | +$9.47K | 2.26% | 16 |
|
|
2022
Q1 | $4.1M | Sell |
73,947
-39,624
| -35% | -$1.89M | 2.1% | 16 |
|
|
2021
Q4 | $5.94M | Buy |
113,571
+370
| +0.3% | +$17.5K | 2.96% | 4 |
|
|
2021
Q3 | $4.92M | Sell |
113,201
-5,640
| -5% | -$254K | 2.77% | 5 |
|
|
2021
Q2 | $5.03M | Buy |
118,841
+1,555
| +1% | +$65.2K | 2.7% | 7 |
|
|
2021
Q1 | $4.34M | Buy |
117,286
+29,976
| +34% | +$1M | 2.53% | 9 |
|
|
2020
Q4 | $2.57M | Buy |
87,310
+1,745
| +2% | +$48.4K | 1.59% | 21 |
|
|
2020
Q3 | $2.29M | Sell |
85,565
-34,675
| -29% | -$987K | 1.66% | 21 |
|
|
2020
Q2 | $3.14M | Buy |
120,240
+760
| +0.6% | +$19.2K | 2.54% | 15 |
|
|
2020
Q1 | $2.84M | Buy |
119,480
+7,160
| +6% | +$217K | 2.87% | 13 |
|
|
2019
Q4 | $3.58M | Sell |
112,320
-555
| -0.5% | -$18.2K | 2.61% | 15 |
|
|
2019
Q3 | $3.66M | Buy |
112,875
+755
| +0.7% | +$23.7K | 2.81% | 13 |
|
|
2019
Q2 | $3.51M | Buy |
112,120
+3,790
| +3% | +$124K | 2.73% | 16 |
|
|
2019
Q1 | $3.84M | Buy |
108,330
+7,940
| +8% | +$280K | 2.96% | 7 |
|
|
2018
Q4 | $3.25M | Buy |
100,390
+34,400
| +52% | +$1.13M | 2.88% | 9 |
|
|
2018
Q3 | $2.28M | Buy |
65,990
+1,840
| +3% | +$65.5K | 1.77% | 21 |
|
|
2018
Q2 | $2.25M | Buy |
+64,150
| New | +$2.17M | 1.84% | 21 |
|
Other funds holding IRM
VPM
VCM
American Trust Investment Advisors's IRM Position: Q1 2026 in Review
American Trust Investment Advisors increased its Iron Mountain (IRM) stake by 1.4% in Q1 2026, buying an estimated $51.9K and bringing the position to 37,146 shares worth $3.79M. The position accounts for 2.1% of the portfolio, ranked #22.
American Trust Investment Advisors first reported a position in IRM in Q2 2018 and has held it in 32 quarters since. The position peaked at $7.85M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.
- American Trust Investment Advisors held 37,146 shares of Iron Mountain worth $3.79M as of Q1 2026.
- American Trust Investment Advisors bought 522 Iron Mountain shares in Q1 2026, an estimated $51.9K.
- Iron Mountain made up 2.1% of American Trust Investment Advisors's portfolio in Q1 2026, its #22 holding.
- American Trust Investment Advisors first reported a position in Iron Mountain in Q2 2018 and has held it in 32 quarters since.
- American Trust Investment Advisors's Iron Mountain position peaked at $7.85M in Q3 2024.
- 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.
Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.