Disciplined Equity Management’s Iron Mountain IRM Stock Holding History

Disciplined Equity Management’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	$516K	Hold	4,085	–	–	0.23%	33
2026 Q1	$417K	Hold	4,085	–	–	0.21%	36
2025 Q4	$339K	Hold	4,085	–	–	0.18%	38
2025 Q3	$416K	Hold	4,085	–	–	0.23%	34
2025 Q2	$419K	Hold	4,085	–	–	0.25%	34
2025 Q1	$351K	Hold	4,085	–	–	0.24%	34
2024 Q4	$429K	Hold	4,085	–	–	0.28%	38
2024 Q3	$485K	Hold	4,085	–	–	0.31%	38
2024 Q2	$366K	Hold	4,085	–	–	0.24%	39
2024 Q1	$328K	Sell	4,085 -35,970	-90%	-$2.6M	0.22%	38
2023 Q4	$2.8M	Sell	40,055 -550	-1%	-$34.5K	1.92%	6
2023 Q3	$2.41M	Hold	40,605	–	–	2.02%	6
2023 Q2	$2.31M	Sell	40,605 -160	-0.4%	-$8.76K	1.88%	6
2023 Q1	$2.16M	Buy	40,765 +50	+0.1%	+$2.62K	1.83%	6
2022 Q4	$2.03M	Hold	40,715	–	–	1.8%	7
2022 Q3	$1.79M	Sell	40,715 -6,450	-14%	-$326K	1.77%	6
2022 Q2	$2.3M	Buy	47,165 +330	+0.7%	+$17.4K	2.08%	6
2022 Q1	$2.6M	Sell	46,835 -2,700	-5%	-$129K	2.6%	5
2021 Q4	$2.59M	Buy	+49,535	New	+$2.34M	2.5%	6

Other funds holding IRM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Disciplined Equity Management's IRM Position: Q2 2026 in Review

Disciplined Equity Management held its Iron Mountain (IRM) position steady in Q2 2026 at 4,085 shares worth $516K. The position accounts for 0.23% of the portfolio, ranked #33.

Disciplined Equity Management first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.8M in Q4 2023. 430 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Disciplined Equity Management held 4,085 shares of Iron Mountain worth $516K as of Q2 2026.
Disciplined Equity Management left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.23% of Disciplined Equity Management's portfolio in Q2 2026, its #33 holding.
Disciplined Equity Management first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
Disciplined Equity Management's Iron Mountain position peaked at $2.8M in Q4 2023.
430 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.