Davenport & Co’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
Q3 | $1.07M | Buy |
9,597
+3
| +0% | +$359 | 0.01% | 750 |
|
|
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
Davenport & Co's IRM Position: Q3 2026 in Review
Davenport & Co increased its Iron Mountain (IRM) stake by 0.03% in Q3 2026, buying an estimated $359 and bringing the position to 9,597 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #750.
Davenport & Co first reported a position in IRM in Q2 2016 and has held it in 26 quarters since. The position peaked at $2.94M in Q3 2024. 951 funds tracked by Wall St. Rank hold IRM as of Q3 2026.
- Davenport & Co held 9,597 shares of Iron Mountain worth $1.07M as of Q3 2026.
- Davenport & Co bought 3 Iron Mountain shares in Q3 2026, an estimated $359.
- Iron Mountain made up 0.01% of Davenport & Co's portfolio in Q3 2026, its #750 holding.
- Davenport & Co first reported a position in Iron Mountain in Q2 2016 and has held it in 26 quarters since.
- Davenport & Co's Iron Mountain position peaked at $2.94M in Q3 2024.
- 951 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.
Based on Davenport & Co's 13F filing for Q3 2026, filed 14 Oct 2026.