Empirical Wealth Management’s Iron Mountain IRM Stock Holding History

Empirical Wealth 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	$641K	Buy	5,075 +1,295	+34%	+$159K	0.01%	570
2026 Q1	$386K	Buy	+3,780	New	+$376K	0.01%	687
2025 Q3	–	Sell	-3,405	Closed	-$349K	–	823
2025 Q2	$349K	Buy	+3,405	New	+$321K	0.01%	498
2024 Q3	–	Sell	-5,609	Closed	-$503K	–	592
2024 Q2	$503K	Hold	5,609	–	–	0.01%	360
2024 Q1	$450K	Sell	5,609 -771	-12%	-$55.8K	0.01%	360
2023 Q4	$446K	Buy	6,380 +771	+14%	+$48.4K	0.01%	338
2023 Q3	$333K	Buy	5,609 +250	+5%	+$15.3K	0.01%	354
2023 Q2	$304K	Sell	5,359 -19,165	-78%	-$1.05M	0.01%	370
2023 Q1	$1.3M	Sell	24,524 -1,716	-7%	-$89.9K	0.06%	179
2022 Q4	$1.31M	Sell	26,240 -650	-2%	-$32.8K	0.06%	175
2022 Q3	$1.18M	Buy	26,890 +6,066	+29%	+$306K	0.06%	184
2022 Q2	$1.01M	Sell	20,824 -260	-1%	-$13.7K	0.05%	196
2022 Q1	$1.17M	Buy	21,084 +127	+0.6%	+$6.05K	0.06%	190
2021 Q4	$1.1M	Buy	+20,957	New	+$991K	0.05%	199

Other funds holding IRM

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

DPIM

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Empirical Wealth Management's IRM Position: Q2 2026 in Review

Empirical Wealth Management increased its Iron Mountain (IRM) stake by 34% in Q2 2026, buying an estimated $159K and bringing the position to 5,075 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #570.

Empirical Wealth Management first reported a position in IRM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.31M in Q4 2022. 476 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Empirical Wealth Management held 5,075 shares of Iron Mountain worth $641K as of Q2 2026.
Empirical Wealth Management bought 1,295 Iron Mountain shares in Q2 2026, an estimated $159K.
Iron Mountain made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #570 holding.
Empirical Wealth Management first reported a position in Iron Mountain in Q4 2021 and has held it in 14 quarters since.
Empirical Wealth Management's Iron Mountain position peaked at $1.31M in Q4 2022.
476 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.