E. Ohman J:or Asset Management’s Iron Mountain IRM Stock Holding History

E. Ohman J:or Asset 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	$1.4M	Sell	11,103 -1,600	-13%	-$196K	0.03%	254
2026 Q1	$1.3M	Hold	12,703	–	–	0.03%	241
2025 Q4	$1.05M	Hold	12,703	–	–	0.02%	285
2025 Q3	$1.29M	Hold	12,703	–	–	0.03%	239
2025 Q2	$1.3M	Sell	12,703 -900	-7%	-$84.8K	0.03%	229
2025 Q1	$1.17M	Hold	13,603	–	–	0.03%	250
2024 Q4	$1.43M	Buy	13,603 +1,450	+12%	+$170K	0.03%	224
2024 Q3	$1.44M	Sell	12,153 -1,100	-8%	-$118K	0.04%	207
2024 Q2	$1.19M	Buy	13,253 +1,300	+11%	+$105K	0.03%	230
2024 Q1	$959K	Hold	11,953	–	–	0.02%	257
2023 Q4	$836K	Sell	11,953 -3,600	-23%	-$226K	0.03%	253
2023 Q3	$925K	Hold	15,553	–	–	0.03%	251
2023 Q2	$884K	Hold	15,553	–	–	0.03%	267
2023 Q1	$823K	Buy	15,553 +3,600	+30%	+$189K	0.03%	271
2022 Q4	$596K	Hold	11,953	–	–	0.03%	318
2022 Q3	$526K	Hold	11,953	–	–	0.02%	323
2022 Q2	$582K	Hold	11,953	–	–	0.03%	327
2022 Q1	$662K	Sell	11,953 -4,100	-26%	-$195K	0.02%	342
2021 Q4	$840K	Buy	16,053 +4,400	+38%	+$208K	0.02%	340
2021 Q3	$506K	Hold	11,653	–	–	0.02%	396
2021 Q2	$493K	Hold	11,653	–	–	0.02%	409
2021 Q1	$431K	Hold	11,653	–	–	0.02%	378
2020 Q4	$344K	Hold	11,653	–	–	0.01%	374
2020 Q3	$312K	Hold	11,653	–	–	0.02%	347
2020 Q2	$304K	Sell	11,653 -3,000	-20%	-$75.8K	0.02%	343
2020 Q1	$349K	Hold	14,653	–	–	0.03%	269
2019 Q4	$467K	Hold	14,653	–	–	0.03%	312
2019 Q3	$475K	Hold	14,653	–	–	0.03%	250
2019 Q2	$459K	Buy	14,653 +3,900	+36%	+$128K	0.03%	259
2019 Q1	$381K	Hold	10,753	–	–	0.03%	277
2018 Q4	$349K	Sell	10,753 -500	-4%	-$16.4K	0.03%	289
2018 Q3	$388K	Hold	11,253	–	–	0.03%	292
2018 Q2	$394K	Buy	11,253 +3,600	+47%	+$122K	0.03%	285
2018 Q1	$251K	Hold	7,653	–	–	0.02%	405
2017 Q4	$289K	Buy	7,653 +1,300	+20%	+$51.6K	0.02%	404
2017 Q3	$247K	Hold	6,353	–	–	0.02%	408
2017 Q2	$218K	Hold	6,353	–	–	0.02%	425
2017 Q1	$227K	Hold	6,353	–	–	0.03%	397
2016 Q4	$206K	Hold	6,353	–	–	0.03%	403
2016 Q3	$238K	Buy	6,353 +2,600	+69%	+$100K	0.04%	337
2016 Q2	$149K	Hold	3,753	–	–	0.02%	413
2016 Q1	$127K	Hold	3,753	–	–	0.02%	431
2015 Q4	$101K	Hold	3,753	–	–	0.02%	484
2015 Q3	$116K	Hold	3,753	–	–	0.03%	449
2015 Q2	$116K	Hold	3,753	–	–	0.03%	484
2015 Q1	$137K	Buy	+3,753	New	+$145K	0.03%	453

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

E. Ohman J:or Asset Management's IRM Position: Q2 2026 in Review

E. Ohman J:or Asset Management reduced its Iron Mountain (IRM) stake by 13% in Q2 2026, selling an estimated $196K and leaving 11,103 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #254.

E. Ohman J:or Asset Management first reported a position in IRM in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.44M in Q3 2024. 713 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

E. Ohman J:or Asset Management held 11,103 shares of Iron Mountain worth $1.4M as of Q2 2026.
E. Ohman J:or Asset Management sold 1,600 Iron Mountain shares in Q2 2026, an estimated $196K.
Iron Mountain made up 0.03% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #254 holding.
E. Ohman J:or Asset Management first reported a position in Iron Mountain in Q1 2015 and has held it in 46 quarters since.
E. Ohman J:or Asset Management's Iron Mountain position peaked at $1.44M in Q3 2024.
713 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.