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Atlantic Union Bankshares’s Iron Mountain IRM Stock Holding History

Atlantic Union Bankshares’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
Q1 		$881K Sell
8,628
-641
-7% -$63.8K 0.02% 391
2025
Q4 		$769K Sell
9,269
-193
-2% -$18.1K 0.01% 410
2025
Q3 		$965K Buy
9,462
+541
+6% +$52.1K 0.02% 381
2025
Q2 		$915K Buy
8,921
+909
+11% +$85.7K 0.02% 327
2025
Q1 		$689K Sell
8,012
-159
-2% -$15.3K 0.04% 206
2024
Q4 		$859K Hold
8,171
– – 0.05% 204
2024
Q3 		$971K Sell
8,171
-250
-3% -$26.7K 0.06% 196
2024
Q2 		$755K Hold
8,421
– – 0.05% 211
2024
Q1 		$675K Sell
8,421
-673
-7% -$48.7K 0.06% 192
2023
Q4 		$636K Sell
9,094
-700
-7% -$43.9K 0.06% 198
2023
Q3 		$582K Hold
9,794
– – 0.06% 199
2023
Q2 		$556K Hold
9,794
– – 0.06% 209
2023
Q1 		$518K Hold
9,794
– – 0.05% 187
2022
Q4 		$488K Hold
9,794
– – 0.05% 179
2022
Q3 		$431K Sell
9,794
-146
-1% -$7.37K 0.05% 180
2022
Q2 		$484K Hold
9,940
– – 0.05% 183
2022
Q1 		$551K Hold
9,940
– – 0.05% 187
2021
Q4 		$520K Sell
9,940
-50
-0.5% -$2.36K 0.04% 189
2021
Q3 		$434K Sell
9,990
-100
-1% -$4.5K 0.04% 201
2021
Q2 		$427K Sell
10,090
-637
-6% -$26.7K 0.04% 207
2021
Q1 		$397K Buy
10,727
+533
+5% +$17.8K 0.04% 204
2020
Q4 		$301K Buy
10,194
+398
+4% +$11K 0.03% 228
2020
Q3 		$262K Sell
9,796
-13,523
-58% -$385K 0.03% 222
2020
Q2 		$609K Sell
23,319
-460
-2% -$11.6K 0.08% 166
2020
Q1 		$566K Sell
23,779
-594
-2% -$18K 0.08% 164
2019
Q4 		$777K Sell
24,373
-130
-0.5% -$4.26K 0.1% 153
2019
Q3 		$794K Buy
24,503
+1,461
+6% +$45.9K 0.11% 150
2019
Q2 		$721K Buy
+23,042
New +$755K 0.1% 157

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atlantic Union Bankshares's IRM Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its Iron Mountain (IRM) stake by 6.9% in Q1 2026, selling an estimated $63.8K and leaving 8,628 shares worth $881K. The position accounts for 0.02% of the portfolio, ranked #391.

Atlantic Union Bankshares first reported a position in IRM in Q2 2019 and has held it in 28 quarters since. The position peaked at $971K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Atlantic Union Bankshares held 8,628 shares of Iron Mountain worth $881K as of Q1 2026.
  • Atlantic Union Bankshares sold 641 Iron Mountain shares in Q1 2026, an estimated $63.8K.
  • Iron Mountain made up 0.02% of Atlantic Union Bankshares's portfolio in Q1 2026, its #391 holding.
  • Atlantic Union Bankshares first reported a position in Iron Mountain in Q2 2019 and has held it in 28 quarters since.
  • Atlantic Union Bankshares's Iron Mountain position peaked at $971K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.