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Burney Company’s Iron Mountain IRM Stock Holding History

Burney Company’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 		$3.43M Sell
27,160
-2,908
-10% -$357K 0.09% 176
2026
Q1 		$3.07M Sell
30,068
-16,579
-36% -$1.65M 0.1% 178
2025
Q4 		$3.87M Sell
46,647
-2,956
-6% -$277K 0.12% 161
2025
Q3 		$5.06M Sell
49,603
-17,206
-26% -$1.66M 0.16% 133
2025
Q2 		$6.85M Sell
66,809
-85,339
-56% -$8.04M 0.23% 99
2025
Q1 		$13.1M Sell
152,148
-2,127
-1% -$205K 0.48% 54
2024
Q4 		$16.2M Buy
154,275
+406
+0.3% +$47.7K 0.57% 40
2024
Q3 		$18.3M Sell
153,869
-60
-0% -$6.42K 0.65% 35
2024
Q2 		$13.8M Sell
153,929
-12,973
-8% -$1.05M 0.53% 43
2024
Q1 		$13.4M Buy
166,902
+72,777
+77% +$5.27M 0.51% 45
2023
Q4 		$6.59M Buy
94,125
+36,795
+64% +$2.31M 0.28% 92
2023
Q3 		$3.41M Sell
57,330
-306
-0.5% -$18.7K 0.16% 159
2023
Q2 		$3.27M Sell
57,636
-16,730
-22% -$916K 0.15% 167
2023
Q1 		$3.93M Sell
74,366
-2,434
-3% -$128K 0.19% 145
2022
Q4 		$3.83M Sell
76,800
-19,834
-21% -$1M 0.19% 143
2022
Q3 		$4.25M Buy
96,634
+56
+0.1% +$2.83K 0.23% 124
2022
Q2 		$4.7M Buy
96,578
+2,101
+2% +$111K 0.25% 118
2022
Q1 		$5.24M Buy
94,477
+5,519
+6% +$263K 0.24% 119
2021
Q4 		$4.66M Buy
88,958
+5,646
+7% +$267K 0.2% 141
2021
Q3 		$3.62M Buy
83,312
+12,867
+18% +$579K 0.17% 157
2021
Q2 		$2.98M Buy
70,445
+19,876
+39% +$834K 0.14% 181
2021
Q1 		$1.87M Buy
50,569
+33,461
+196% +$1.12M 0.09% 234
2020
Q4 		$504K Buy
+17,108
New +$475K 0.03% 376

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

Burney Company's IRM Position: Q2 2026 in Review

Burney Company reduced its Iron Mountain (IRM) stake by 9.7% in Q2 2026, selling an estimated $357K and leaving 27,160 shares worth $3.43M. The position accounts for 0.09% of the portfolio, ranked #176.

Burney Company first reported a position in IRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.3M in Q3 2024. 153 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Burney Company held 27,160 shares of Iron Mountain worth $3.43M as of Q2 2026.
  • Burney Company sold 2,908 Iron Mountain shares in Q2 2026, an estimated $357K.
  • Iron Mountain made up 0.09% of Burney Company's portfolio in Q2 2026, its #176 holding.
  • Burney Company first reported a position in Iron Mountain in Q4 2020 and has held it in 23 quarters since.
  • Burney Company's Iron Mountain position peaked at $18.3M in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.