Clean Yield Group’s Iron Mountain IRM Stock Holding History

Clean Yield Group’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	$333K	Hold	3,000	–	–	0.08%	119
2026 Q2	$379K	Hold	3,000	–	–	0.09%	114
2026 Q1	$306K	Hold	3,000	–	–	0.09%	116
2025 Q4	$249K	Sell	3,000 -22	-0.7%	-$2.06K	0.07%	122
2025 Q3	$308K	Hold	3,022	–	–	0.09%	111
2025 Q2	$310K	Hold	3,022	–	–	0.09%	106
2025 Q1	$260K	Sell	3,022 -20	-0.7%	-$1.93K	0.08%	112
2024 Q4	$320K	Hold	3,042	–	–	0.1%	111
2024 Q3	$361K	Buy	3,042 +42	+1%	+$4.49K	0.11%	106
2024 Q2	$269K	Hold	3,000	–	–	0.1%	111
2024 Q1	$241K	Hold	3,000	–	–	0.09%	116
2023 Q4	$210K	Hold	3,000	–	–	0.09%	119
2023 Q3	$182K	Hold	3,000	–	–	0.08%	120
2023 Q2	$170K	Hold	3,000	–	–	0.07%	132
2023 Q1	$159K	Hold	3,000	–	–	0.07%	139
2022 Q4	$150K	Hold	3,000	–	–	0.06%	148
2022 Q3	$132K	Hold	3,000	–	–	0.06%	154
2022 Q2	$146K	Hold	3,000	–	–	0.06%	156
2022 Q1	$166K	Hold	3,000	–	–	0.06%	156
2021 Q4	$157K	Hold	3,000	–	–	0.05%	172
2021 Q3	$130K	Hold	3,000	–	–	0.04%	190
2021 Q2	$127K	Buy	+3,000	New	+$126K	0.04%	179
2021 Q1	–	Sell	-3,000	Closed	-$88K	–	259
2020 Q4	$88K	Sell	3,000 -1,731	-37%	-$48K	0.03%	197
2020 Q3	$127K	Sell	4,731 -700	-13%	-$19.9K	0.05%	151
2020 Q2	$142K	Sell	5,431 -300	-5%	-$7.58K	0.06%	141
2020 Q1	$136K	Buy	5,731 +1,000	+21%	+$30.3K	0.06%	137
2019 Q4	$151K	Hold	4,731	–	–	0.05%	161
2019 Q3	$153K	Hold	4,731	–	–	0.05%	157
2019 Q2	$148K	Buy	+4,731	New	+$155K	0.05%	150

Other funds holding IRM

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Clean Yield Group's IRM Position: Q3 2026 in Review

Clean Yield Group held its Iron Mountain (IRM) position steady in Q3 2026 at 3,000 shares worth $333K. The position accounts for 0.08% of the portfolio, ranked #119.

Clean Yield Group first reported a position in IRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $379K in Q2 2026. 428 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Clean Yield Group held 3,000 shares of Iron Mountain worth $333K as of Q3 2026.
Clean Yield Group left its Iron Mountain share count unchanged in Q3 2026.
Iron Mountain made up 0.08% of Clean Yield Group's portfolio in Q3 2026, its #119 holding.
Clean Yield Group first reported a position in Iron Mountain in Q2 2019 and has held it in 29 quarters since.
Clean Yield Group's Iron Mountain position peaked at $379K in Q2 2026.
428 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.