Commonwealth Equity Services’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
Q2 | $19.9M | Buy |
157,856
+1,194
| +0.8% | +$146K | 0.03% | 599 |
|
|
2026
Q1 | $16M | Sell |
156,662
-9,924
| -6% | -$987K | 0.02% | 654 |
|
|
2025
Q4 | $13.8M | Sell |
166,586
-9,242
| -5% | -$865K | 0.02% | 737 |
|
|
2025
Q3 | $17.9M | Sell |
175,828
-27,960
| -14% | -$2.69M | 0.02% | 619 |
|
|
2025
Q2 | $20.9M | Sell |
203,788
-5,564
| -3% | -$524K | 0.03% | 570 |
|
|
2025
Q1 | $18M | Sell |
209,352
-15,711
| -7% | -$1.51M | 0.03% | 602 |
|
|
2024
Q4 | $23.7M | Buy |
225,063
+2,361
| +1% | +$277K | 0.03% | 472 |
|
|
2024
Q3 | $26.5M | Sell |
222,702
-7,834
| -3% | -$838K | 0.04% | 432 |
|
|
2024
Q2 | $20.7M | Buy |
230,536
+17,362
| +8% | +$1.41M | 0.03% | 489 |
|
|
2024
Q1 | $17.1M | Buy |
213,174
+12,029
| +6% | +$871K | 0.03% | 551 |
|
|
2023
Q4 | $14.1M | Buy |
201,145
+2,843
| +1% | +$178K | 0.03% | 581 |
|
|
2023
Q3 | $11.8M | Buy |
198,302
+10,063
| +5% | +$615K | 0.02% | 613 |
|
|
2023
Q2 | $10.7M | Sell |
188,239
-3,474
| -2% | -$190K | 0.02% | 656 |
|
|
2023
Q1 | $10.1M | Buy |
191,713
+5,191
| +3% | +$272K | 0.02% | 662 |
|
|
2022
Q4 | $9.3M | Buy |
186,522
+2,107
| +1% | +$106K | 0.02% | 655 |
|
|
2022
Q3 | $8.11M | Buy |
184,415
+4,085
| +2% | +$206K | 0.02% | 663 |
|
|
2022
Q2 | $8.78M | Sell |
180,330
-3,853
| -2% | -$203K | 0.02% | 633 |
|
|
2022
Q1 | $10.2M | Sell |
184,183
-26,705
| -13% | -$1.27M | 0.02% | 615 |
|
|
2021
Q4 | $11M | Sell |
210,888
-26,109
| -11% | -$1.23M | 0.02% | 567 |
|
|
2021
Q3 | $10.3M | Buy |
236,997
+43,777
| +23% | +$1.97M | 0.03% | 567 |
|
|
2021
Q2 | $8.18M | Buy |
193,220
+29,048
| +18% | +$1.22M | 0.02% | 633 |
|
|
2021
Q1 | $6.08M | Sell |
164,172
-17,530
| -10% | -$586K | 0.02% | 691 |
|
|
2020
Q4 | $5.36M | Buy |
181,702
+8,750
| +5% | +$243K | 0.02% | 695 |
|
|
2020
Q3 | $4.63M | Buy |
172,952
+3,391
| +2% | +$96.5K | 0.02% | 676 |
|
|
2020
Q2 | $4.42M | Buy |
169,561
+2,760
| +2% | +$69.7K | 0.02% | 650 |
|
|
2020
Q1 | $3.97M | Sell |
166,801
-19,000
| -10% | -$575K | 0.02% | 619 |
|
|
2019
Q4 | $5.92M | Buy |
185,801
+37,904
| +26% | +$1.24M | 0.02% | 569 |
|
|
2019
Q3 | $4.79M | Buy |
147,897
+36,168
| +32% | +$1.14M | 0.02% | 611 |
|
|
2019
Q2 | $3.5M | Buy |
111,729
+26,584
| +31% | +$871K | 0.02% | 696 |
|
|
2019
Q1 | $3.02M | Buy |
85,145
+6,709
| +9% | +$237K | 0.01% | 737 |
|
|
2018
Q4 | $2.54M | Buy |
78,436
+14,190
| +22% | +$465K | 0.01% | 733 |
|
|
2018
Q3 | $2.22M | Buy |
64,246
+7,425
| +13% | +$265K | 0.01% | 879 |
|
|
2018
Q2 | $1.99M | Buy |
56,821
+8,848
| +18% | +$299K | 0.01% | 902 |
|
|
2018
Q1 | $1.58M | Buy |
47,973
+12,384
| +35% | +$417K | 0.01% | 1009 |
|
|
2017
Q4 | $1.34M | Buy |
35,589
+1,859
| +6% | +$73.8K | 0.01% | 1068 |
|
|
2017
Q3 | $1.31M | Sell |
33,730
-8,723
| -21% | -$326K | 0.01% | 1042 |
|
|
2017
Q2 | $1.46M | Sell |
42,453
-1,757
| -4% | -$61.5K | 0.01% | 950 |
|
|
2017
Q1 | $1.58M | Buy |
44,210
+1,097
| +3% | +$38.8K | 0.01% | 875 |
|
|
2016
Q4 | $1.4M | Buy |
43,113
+12,035
| +39% | +$400K | 0.01% | 882 |
|
|
2016
Q3 | $1.17M | Buy |
31,078
+826
| +3% | +$31.9K | 0.01% | 926 |
|
|
2016
Q2 | $1.21M | Buy |
30,252
+2,441
| +9% | +$88.8K | 0.01% | 888 |
|
|
2016
Q1 | $943K | Buy |
27,811
+5,351
| +24% | +$154K | 0.01% | 972 |
|
|
2015
Q4 | $607K | Buy |
22,460
+240
| +1% | +$7.04K | 0.01% | 1176 |
|
|
2015
Q3 | $689K | Buy |
22,220
+325
| +1% | +$9.7K | 0.01% | 1078 |
|
|
2015
Q2 | $679K | Sell |
21,895
-5,053
| -19% | -$177K | 0.01% | 1165 |
|
|
2015
Q1 | $983K | Buy |
26,948
+2,814
| +12% | +$109K | 0.01% | 958 |
|
|
2014
Q4 | $933K | Buy |
24,134
+9,488
| +65% | +$345K | 0.01% | 932 |
|
|
2014
Q3 | $478K | Sell |
14,646
-274
| -2% | -$8.88K | 0.01% | 1280 |
|
|
2014
Q2 | $489K | Sell |
14,920
-4
| -0% | -$109 | 0.01% | 1257 |
|
|
2014
Q1 | $380K | Sell |
14,924
-1,037
| -6% | -$26.5K | 0.01% | 1334 |
|
|
2013
Q4 | $448K | Sell |
15,961
-812
| -5% | -$20.8K | 0.01% | 1194 |
|
|
2013
Q3 | $419K | Buy |
16,773
+2,122
| +14% | +$53.9K | 0.01% | 1185 |
|
|
2013
Q2 | $360K | Buy |
+14,651
| New | +$473K | 0.01% | 1199 |
|
Other funds holding IRM
Commonwealth Equity Services's IRM Position: Q2 2026 in Review
Commonwealth Equity Services increased its Iron Mountain (IRM) stake by 0.76% in Q2 2026, buying an estimated $146K and bringing the position to 157,856 shares worth $19.9M. The position accounts for 0.03% of the portfolio, ranked #599.
Commonwealth Equity Services first reported a position in IRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.5M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- Commonwealth Equity Services held 157,856 shares of Iron Mountain worth $19.9M as of Q2 2026.
- Commonwealth Equity Services bought 1,194 Iron Mountain shares in Q2 2026, an estimated $146K.
- Iron Mountain made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #599 holding.
- Commonwealth Equity Services first reported a position in Iron Mountain in Q2 2013 and has held it in 53 quarters since.
- Commonwealth Equity Services's Iron Mountain position peaked at $26.5M in Q3 2024.
- 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.