Bailard
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Bailard’s Iron Mountain IRM Stock Holding History

Bailard’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
Q3 		$881K Hold
7,942
– – 0.02% 381
2026
Q2 		$1M Hold
7,942
– – 0.02% 370
2026
Q1 		$811K Hold
7,942
– – 0.02% 371
2025
Q4 		$659K Sell
7,942
-7
-0.1% -$655 0.01% 421
2025
Q3 		$810K Buy
7,949
+7
+0.1% +$674 0.02% 372
2025
Q2 		$815K Hold
7,942
– – 0.02% 358
2025
Q1 		$683K Sell
7,942
-115
-1% -$11.1K 0.02% 383
2024
Q4 		$847K Hold
8,057
– – 0.02% 323
2024
Q3 		$957K Hold
8,057
– – 0.02% 313
2024
Q2 		$722K Sell
8,057
-1,097
-12% -$88.8K 0.02% 359
2024
Q1 		$734K Sell
9,154
-497
-5% -$36K 0.02% 364
2023
Q4 		$675K Buy
9,651
+520
+6% +$32.6K 0.02% 378
2023
Q3 		$543K Buy
9,131
+31
+0.3% +$1.89K 0.02% 398
2023
Q2 		$517K Sell
9,100
-611
-6% -$33.4K 0.02% 391
2023
Q1 		$514K Sell
9,711
-1,405
-13% -$73.6K 0.02% 387
2022
Q4 		$554K Hold
11,116
– – 0.02% 381
2022
Q3 		$489K Buy
11,116
+858
+8% +$43.3K 0.02% 368
2022
Q2 		$499K Buy
10,258
+651
+7% +$34.3K 0.02% 378
2022
Q1 		$532K Sell
9,607
-1,168
-11% -$55.6K 0.02% 391
2021
Q4 		$564K Sell
10,775
-86
-0.8% -$4.06K 0.02% 384
2021
Q3 		$472K Sell
10,861
-535
-5% -$24.1K 0.02% 411
2021
Q2 		$482K Buy
11,396
+775
+7% +$32.5K 0.02% 414
2021
Q1 		$393K Buy
10,621
+2,948
+38% +$98.6K 0.01% 442
2020
Q4 		$226K Sell
7,673
-600
-7% -$16.6K 0.01% 523
2020
Q3 		$222K Buy
+8,273
New +$235K 0.01% 439

Other funds holding IRM

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Bailard's IRM Position: Q3 2026 in Review

Bailard held its Iron Mountain (IRM) position steady in Q3 2026 at 7,942 shares worth $881K. The position accounts for 0.02% of the portfolio, ranked #381.

Bailard first reported a position in IRM in Q3 2020 and has held it in 25 quarters since. The position peaked at $1M in Q2 2026. 206 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Bailard held 7,942 shares of Iron Mountain worth $881K as of Q3 2026.
  • Bailard left its Iron Mountain share count unchanged in Q3 2026.
  • Iron Mountain made up 0.02% of Bailard's portfolio in Q3 2026, its #381 holding.
  • Bailard first reported a position in Iron Mountain in Q3 2020 and has held it in 25 quarters since.
  • Bailard's Iron Mountain position peaked at $1M in Q2 2026.
  • 206 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.