Aspect Partners’s Iron Mountain IRM Stock Holding History

Aspect Partners’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52K	Sell	12 -17	-59%	-$2.08K	﹤0.01%	535
2026 Q1	$2.96K	Hold	29	–	–	﹤0.01%	433
2025 Q4	$2.4K	Hold	29	–	–	﹤0.01%	496
2025 Q3	$2.96K	Buy	29 +18	+164%	+$1.73K	﹤0.01%	487
2025 Q2	$1.13K	Hold	11	–	–	﹤0.01%	518
2025 Q1	$946	Sell	11 -3	-21%	-$289	﹤0.01%	504
2024 Q4	$1.47K	Hold	14	–	–	﹤0.01%	498
2024 Q3	$1.66K	Buy	14 +1	+8%	+$107	﹤0.01%	456
2024 Q2	$1.17K	Buy	13 +2	+18%	+$162	﹤0.01%	497
2024 Q1	$882	Buy	11 +3	+38%	+$217	﹤0.01%	493
2023 Q4	$560	Buy	+8	New	+$502	﹤0.01%	502

Other funds holding IRM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Aspect Partners's IRM Position: Q2 2026 in Review

Aspect Partners reduced its Iron Mountain (IRM) stake by 59% in Q2 2026, selling an estimated $2.08K and leaving 12 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Aspect Partners first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.96K in Q1 2026. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Aspect Partners held 12 shares of Iron Mountain worth $1.52K as of Q2 2026.
Aspect Partners sold 17 Iron Mountain shares in Q2 2026, an estimated $2.08K.
Iron Mountain made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #535 holding.
Aspect Partners first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Iron Mountain position peaked at $2.96K in Q1 2026.
295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.