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Ballentine Partners’s Iron Mountain IRM Stock Holding History

Ballentine 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 		$721K Sell
5,709
-134
-2% -$16.4K 0.01% 447
2026
Q1 		$597K Sell
5,843
-713
-11% -$70.9K 0.01% 471
2025
Q4 		$544K Sell
6,556
-604
-8% -$56.5K 0.01% 474
2025
Q3 		$730K Buy
7,160
+271
+4% +$26.1K 0.01% 393
2025
Q2 		$707K Buy
6,889
+1,501
+28% +$141K 0.01% 389
2025
Q1 		$464K Sell
5,388
-393
-7% -$37.9K 0.01% 468
2024
Q4 		$608K Buy
5,781
+388
+7% +$45.6K 0.01% 382
2024
Q3 		$641K Buy
5,393
+779
+17% +$83.3K 0.01% 366
2024
Q2 		$414K Buy
4,614
+537
+13% +$43.5K 0.01% 448
2024
Q1 		$327K Buy
4,077
+631
+18% +$45.7K 0.01% 510
2023
Q4 		$241K Buy
+3,446
New +$216K ﹤0.01% 575

Other funds holding IRM

Swedbank
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TA
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Ballentine Partners's IRM Position: Q2 2026 in Review

Ballentine Partners reduced its Iron Mountain (IRM) stake by 2.3% in Q2 2026, selling an estimated $16.4K and leaving 5,709 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #447.

Ballentine Partners first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $730K in Q3 2025. 153 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Ballentine Partners held 5,709 shares of Iron Mountain worth $721K as of Q2 2026.
  • Ballentine Partners sold 134 Iron Mountain shares in Q2 2026, an estimated $16.4K.
  • Iron Mountain made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #447 holding.
  • Ballentine Partners first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • Ballentine Partners's Iron Mountain position peaked at $730K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.