CWA Asset Management Group’s Iron Mountain IRM Stock Holding History

CWA Asset Management 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 Q2	$291K	Sell	2,304 -345	-13%	-$42.3K	0.01%	600
2026 Q1	$271K	Sell	2,649 -321	-11%	-$31.9K	0.01%	582
2025 Q4	$246K	Sell	2,970 -168	-5%	-$15.7K	0.01%	580
2025 Q3	$320K	Sell	3,138 -2	-0.1%	-$193	0.01%	548
2025 Q2	$322K	Sell	3,140 -507	-14%	-$47.8K	0.01%	529
2025 Q1	$314K	Sell	3,647 -9,921	-73%	-$956K	0.02%	503
2024 Q4	$1.43M	Buy	13,568 +11,549	+572%	+$1.36M	0.07%	205
2024 Q3	$240K	Buy	+2,019	New	+$216K	0.01%	525
2024 Q1	$734K	Buy	+9,152	New	+$662K	0.04%	266

Other funds holding IRM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

CWA Asset Management Group's IRM Position: Q2 2026 in Review

CWA Asset Management Group reduced its Iron Mountain (IRM) stake by 13% in Q2 2026, selling an estimated $42.3K and leaving 2,304 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #600.

CWA Asset Management Group first reported a position in IRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q4 2024. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

CWA Asset Management Group held 2,304 shares of Iron Mountain worth $291K as of Q2 2026.
CWA Asset Management Group sold 345 Iron Mountain shares in Q2 2026, an estimated $42.3K.
Iron Mountain made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #600 holding.
CWA Asset Management Group first reported a position in Iron Mountain in Q1 2024 and has held it in 9 quarters since.
CWA Asset Management Group's Iron Mountain position peaked at $1.43M in Q4 2024.
295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.