Atwood & Palmer’s Iron Mountain IRM Stock Holding History

Atwood & Palmer’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	$1.2M	Buy	9,487 +11	+0.1%	+$1.35K	0.06%	86
2026 Q1	$968K	Buy	9,476 +12	+0.1%	+$1.19K	0.05%	92
2025 Q4	$785K	Buy	9,464 +10	+0.1%	+$936	0.04%	98
2025 Q3	$964K	Buy	9,454 +9	+0.1%	+$867	0.06%	88
2025 Q2	$969K	Buy	9,445 +1,195	+14%	+$113K	0.06%	88
2025 Q1	$710K	Hold	8,250	–	–	0.05%	98
2024 Q4	$867K	Hold	8,250	–	–	0.06%	90
2024 Q3	$980K	Hold	8,250	–	–	0.07%	83
2024 Q2	$739K	Hold	8,250	–	–	0.06%	90
2024 Q1	$662K	Hold	8,250	–	–	0.05%	97
2023 Q4	$577K	Hold	8,250	–	–	0.05%	102
2023 Q3	$490K	Hold	8,250	–	–	0.04%	101
2023 Q2	$469K	Hold	8,250	–	–	0.04%	105
2023 Q1	$437K	Hold	8,250	–	–	0.04%	103
2022 Q4	$411K	Hold	8,250	–	–	0.04%	117
2022 Q3	$363K	Hold	8,250	–	–	0.04%	118
2022 Q2	$402K	Sell	8,250 -80	-1%	-$4.21K	0.04%	109
2022 Q1	$462K	Hold	8,330	–	–	0.04%	112
2021 Q4	$436K	Hold	8,330	–	–	0.04%	120
2021 Q3	$362K	Hold	8,330	–	–	0.03%	123
2021 Q2	$353K	Hold	8,330	–	–	0.03%	124
2021 Q1	$308K	Buy	8,330 +80	+1%	+$2.67K	0.03%	128
2020 Q4	$243K	Hold	8,250	–	–	0.03%	131
2020 Q3	$221K	Hold	8,250	–	–	0.03%	124
2020 Q2	$215K	Hold	8,250	–	–	0.03%	121
2020 Q1	$196K	Hold	8,250	–	–	0.03%	118
2019 Q4	$263K	Hold	8,250	–	–	0.03%	113
2019 Q3	$267K	Buy	8,250 +8,000	+3,200%	+$251K	0.04%	114
2019 Q2	$8K	Hold	250	–	–	﹤0.01%	251
2019 Q1	$9K	Hold	250	–	–	﹤0.01%	255
2018 Q4	$8K	Hold	250	–	–	﹤0.01%	257
2018 Q3	$9K	Hold	250	–	–	﹤0.01%	262
2018 Q2	$9K	Hold	250	–	–	﹤0.01%	264
2018 Q1	$8K	Buy	+250	New	+$8.42K	﹤0.01%	259

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

Atwood & Palmer's IRM Position: Q2 2026 in Review

Atwood & Palmer increased its Iron Mountain (IRM) stake by 0.12% in Q2 2026, buying an estimated $1.35K and bringing the position to 9,487 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #86.

Atwood & Palmer first reported a position in IRM in Q1 2018 and has held it in 34 quarters since. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Atwood & Palmer held 9,487 shares of Iron Mountain worth $1.2M as of Q2 2026.
Atwood & Palmer bought 11 Iron Mountain shares in Q2 2026, an estimated $1.35K.
Iron Mountain made up 0.06% of Atwood & Palmer's portfolio in Q2 2026, its #86 holding.
Atwood & Palmer first reported a position in Iron Mountain in Q1 2018 and has held it in 34 quarters since.
295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.