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Davenport & Co’s Iron Mountain IRM Stock Holding History

Davenport & Co’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 		$1.21M Buy
9,594
+129
+1% +$15.8K 0.01% 717
2026
Q1 		$965K Sell
9,465
-14
-0.1% -$1.39K 0.01% 724
2025
Q4 		$787K Buy
9,479
+108
+1% +$10.1K ﹤0.01% 774
2025
Q3 		$955K Sell
9,371
-484
-5% -$46.6K 0.01% 713
2025
Q2 		$1.01M Buy
9,855
+185
+2% +$17.4K 0.01% 681
2025
Q1 		$832K Sell
9,670
-15,796
-62% -$1.52M ﹤0.01% 707
2024
Q4 		$2.68M Buy
25,466
+735
+3% +$86.4K 0.02% 419
2024
Q3 		$2.94M Sell
24,731
-101
-0.4% -$10.8K 0.02% 391
2024
Q2 		$2.23M Buy
24,832
+78
+0.3% +$6.31K 0.01% 432
2024
Q1 		$1.99M Buy
24,754
+2,595
+12% +$188K 0.01% 456
2023
Q4 		$1.55M Buy
22,159
+925
+4% +$58K 0.01% 479
2023
Q3 		$1.26M Sell
21,234
-2,990
-12% -$183K 0.01% 482
2023
Q2 		$1.38M Buy
24,224
+75
+0.3% +$4.11K 0.01% 466
2023
Q1 		$1.28M Buy
24,149
+1,935
+9% +$101K 0.01% 470
2022
Q4 		$1.11M Buy
22,214
+500
+2% +$25.2K 0.01% 482
2022
Q3 		$955K Buy
21,714
+375
+2% +$18.9K 0.01% 506
2022
Q2 		$1.04M Buy
21,339
+4,213
+25% +$222K 0.01% 500
2022
Q1 		$949K Buy
17,126
+9,980
+140% +$475K 0.01% 563
2021
Q4 		$374K Buy
+7,146
New +$338K ﹤0.01% 834
2020
Q2 		– Sell
-20,007
Closed -$476K – 715
2020
Q1 		$476K Buy
+20,007
New +$606K 0.01% 421
2018
Q3 		– Sell
-5,992
Closed -$210K – 697
2018
Q2 		$210K Buy
+5,992
New +$202K ﹤0.01% 643
2018
Q1 		– Sell
-6,462
Closed -$244K – 711
2017
Q4 		$244K Buy
6,462
+851
+15% +$33.8K ﹤0.01% 607
2017
Q3 		$218K Buy
+5,611
New +$210K ﹤0.01% 618
2016
Q4 		– Sell
-20,809
Closed -$781K – 650
2016
Q3 		$781K Buy
20,809
+245
+1% +$9.45K 0.01% 333
2016
Q2 		$819K Buy
+20,564
New +$748K 0.01% 326

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

Davenport & Co's IRM Position: Q2 2026 in Review

Davenport & Co increased its Iron Mountain (IRM) stake by 1.4% in Q2 2026, buying an estimated $15.8K and bringing the position to 9,594 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #717.

Davenport & Co first reported a position in IRM in Q2 2016 and has held it in 25 quarters since. The position peaked at $2.94M in Q3 2024. 180 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Davenport & Co held 9,594 shares of Iron Mountain worth $1.21M as of Q2 2026.
  • Davenport & Co bought 129 Iron Mountain shares in Q2 2026, an estimated $15.8K.
  • Iron Mountain made up 0.01% of Davenport & Co's portfolio in Q2 2026, its #717 holding.
  • Davenport & Co first reported a position in Iron Mountain in Q2 2016 and has held it in 25 quarters since.
  • Davenport & Co's Iron Mountain position peaked at $2.94M in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.