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Chesley Taft & Associates’s Iron Mountain IRM Stock Holding History

Chesley Taft & Associates’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 		$1.55M Buy
12,299
+62
+0.5% +$7.6K 0.06% 180
2026
Q1 		$1.25M Sell
12,237
-500
-4% -$49.7K 0.05% 197
2025
Q4 		$1.06M Buy
12,737
+1,261
+11% +$118K 0.04% 212
2025
Q3 		$1.17M Sell
11,476
-16
-0.1% -$1.54K 0.05% 193
2025
Q2 		$1.18M Sell
11,492
-175
-1% -$16.5K 0.05% 193
2025
Q1 		$1M Buy
11,667
+317
+3% +$30.5K 0.05% 201
2024
Q4 		$1.19M Sell
11,350
-350
-3% -$41.1K 0.06% 185
2024
Q3 		$1.39M Sell
11,700
-1,675
-13% -$179K 0.07% 168
2024
Q2 		$1.2M Sell
13,375
-1,275
-9% -$103K 0.06% 173
2024
Q1 		$1.18M Buy
14,650
+150
+1% +$10.9K 0.06% 174
2023
Q4 		$1.01M Buy
14,500
+600
+4% +$37.6K 0.06% 187
2023
Q3 		$826K Buy
+13,900
New +$849K 0.05% 191
2015
Q2 		– Sell
-16,265
Closed -$593K – 235
2015
Q1 		$593K Sell
16,265
-171
-1% -$6.6K 0.06% 173
2014
Q4 		$635K Buy
16,436
+1,511
+10% +$55K 0.06% 171
2014
Q3 		$487K Sell
14,925
-21,403
-59% -$694K 0.05% 181
2014
Q2 		$1.19M Buy
36,328
+406
+1% +$11K 0.12% 130
2014
Q1 		$915K Buy
35,922
+108
+0.3% +$2.76K 0.1% 144
2013
Q4 		$1M Buy
35,814
+730
+2% +$18.7K 0.1% 156
2013
Q3 		$876K Buy
35,084
+622
+2% +$15.8K 0.1% 159
2013
Q2 		$848K Buy
+34,462
New +$1.11M 0.1% 160

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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

Chesley Taft & Associates's IRM Position: Q2 2026 in Review

Chesley Taft & Associates increased its Iron Mountain (IRM) stake by 0.51% in Q2 2026, buying an estimated $7.6K and bringing the position to 12,299 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #180.

Chesley Taft & Associates first reported a position in IRM in Q2 2013 and has held it in 20 quarters since. 180 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Chesley Taft & Associates held 12,299 shares of Iron Mountain worth $1.55M as of Q2 2026.
  • Chesley Taft & Associates bought 62 Iron Mountain shares in Q2 2026, an estimated $7.6K.
  • Iron Mountain made up 0.06% of Chesley Taft & Associates's portfolio in Q2 2026, its #180 holding.
  • Chesley Taft & Associates first reported a position in Iron Mountain in Q2 2013 and has held it in 20 quarters since.
  • 180 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.