Baird Financial Group’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 | $4.36M | Sell |
42,707
-3,184
| -7% | -$317K | 0.01% | 772 |
|
|
2025
Q4 | $3.81M | Sell |
45,891
-747
| -2% | -$69.9K | 0.01% | 817 |
|
|
2025
Q3 | $4.75M | Sell |
46,638
-2,032
| -4% | -$196K | 0.01% | 753 |
|
|
2025
Q2 | $4.99M | Sell |
48,670
-13,640
| -22% | -$1.29M | 0.01% | 721 |
|
|
2025
Q1 | $5.36M | Sell |
62,310
-3,196
| -5% | -$308K | 0.01% | 664 |
|
|
2024
Q4 | $6.89M | Buy |
65,506
+826
| +1% | +$97.1K | 0.01% | 591 |
|
|
2024
Q3 | $7.69M | Buy |
64,680
+2,229
| +4% | +$238K | 0.01% | 578 |
|
|
2024
Q2 | $5.6M | Buy |
62,451
+137
| +0.2% | +$11.1K | 0.01% | 635 |
|
|
2024
Q1 | $5M | Buy |
62,314
+9,457
| +18% | +$684K | 0.01% | 660 |
|
|
2023
Q4 | $3.7M | Sell |
52,857
-42,057
| -44% | -$2.64M | 0.01% | 747 |
|
|
2023
Q3 | $5.64M | Buy |
94,914
+14,470
| +18% | +$884K | 0.02% | 592 |
|
|
2023
Q2 | $4.57M | Buy |
80,444
+22,388
| +39% | +$1.23M | 0.01% | 648 |
|
|
2023
Q1 | $3.07M | Sell |
58,056
-1,311
| -2% | -$68.7K | 0.01% | 753 |
|
|
2022
Q4 | $2.96M | Buy |
59,367
+12,027
| +25% | +$607K | 0.01% | 742 |
|
|
2022
Q3 | $2.08M | Buy |
47,340
+1,368
| +3% | +$69.1K | 0.01% | 823 |
|
|
2022
Q2 | $2.24M | Buy |
45,972
+184
| +0.4% | +$9.68K | 0.01% | 809 |
|
|
2022
Q1 | $2.54M | Buy |
45,788
+1,723
| +4% | +$82.1K | 0.01% | 812 |
|
|
2021
Q4 | $2.31M | Sell |
44,065
-5,696
| -11% | -$269K | 0.01% | 877 |
|
|
2021
Q3 | $2.16M | Sell |
49,761
-2,712
| -5% | -$122K | 0.01% | 914 |
|
|
2021
Q2 | $2.22M | Sell |
52,473
-1,523
| -3% | -$63.9K | 0.01% | 875 |
|
|
2021
Q1 | $2M | Buy |
53,996
+18,821
| +54% | +$629K | 0.01% | 884 |
|
|
2020
Q4 | $1.04M | Buy |
+35,175
| New | +$976K | ﹤0.01% | 988 |
|
|
2020
Q3 | – | Sell |
-10,451
| Closed | -$273K | – | 1531 |
|
|
2020
Q2 | $273K | Sell |
10,451
-10,712
| -51% | -$270K | ﹤0.01% | 1332 |
|
|
2020
Q1 | $504K | Buy |
21,163
+1,249
| +6% | +$37.8K | ﹤0.01% | 1065 |
|
|
2019
Q4 | $635K | Buy |
19,914
+3,837
| +24% | +$126K | ﹤0.01% | 1103 |
|
|
2019
Q3 | $521K | Buy |
16,077
+2,902
| +22% | +$91.2K | ﹤0.01% | 1158 |
|
|
2019
Q2 | $412K | Buy |
13,175
+863
| +7% | +$28.3K | ﹤0.01% | 1250 |
|
|
2019
Q1 | $437K | Buy |
12,312
+2,287
| +23% | +$80.8K | ﹤0.01% | 1061 |
|
|
2018
Q4 | $325K | Buy |
10,025
+840
| +9% | +$27.6K | ﹤0.01% | 1090 |
|
|
2018
Q3 | $316K | Buy |
9,185
+1,426
| +18% | +$50.8K | ﹤0.01% | 1167 |
|
|
2018
Q2 | $272K | Buy |
+7,759
| New | +$262K | ﹤0.01% | 1159 |
|
Other funds holding IRM
VPM
VCM
Baird Financial Group's IRM Position: Q1 2026 in Review
Baird Financial Group reduced its Iron Mountain (IRM) stake by 6.9% in Q1 2026, selling an estimated $317K and leaving 42,707 shares worth $4.36M. The position accounts for 0.01% of the portfolio, ranked #772.
Baird Financial Group first reported a position in IRM in Q2 2018 and has held it in 31 quarters since. The position peaked at $7.69M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.
- Baird Financial Group held 42,707 shares of Iron Mountain worth $4.36M as of Q1 2026.
- Baird Financial Group sold 3,184 Iron Mountain shares in Q1 2026, an estimated $317K.
- Iron Mountain made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #772 holding.
- Baird Financial Group first reported a position in Iron Mountain in Q2 2018 and has held it in 31 quarters since.
- Baird Financial Group's Iron Mountain position peaked at $7.69M in Q3 2024.
- 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.
Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.