Essex Financial Services’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
Q1 | $630K | Buy |
6,170
+62
| +1% | +$6.17K | 0.04% | 394 |
|
|
2025
Q4 | $507K | Sell |
6,108
-1,739
| -22% | -$163K | 0.03% | 438 |
|
|
2025
Q3 | $800K | Sell |
7,847
-15
| -0.2% | -$1.45K | 0.05% | 323 |
|
|
2025
Q2 | $806K | Buy |
7,862
+26
| +0.3% | +$2.45K | 0.05% | 306 |
|
|
2025
Q1 | $674K | Sell |
7,836
-7
| -0.1% | -$675 | 0.05% | 314 |
|
|
2024
Q4 | $824K | Sell |
7,843
-1
| -0% | -$117 | 0.06% | 271 |
|
|
2024
Q3 | $972K | Sell |
7,844
-996
| -11% | -$107K | 0.07% | 250 |
|
|
2024
Q2 | $949K | Buy |
8,840
+2,818
| +47% | +$228K | 0.07% | 243 |
|
|
2024
Q1 | $483K | Sell |
6,022
-10,465
| -63% | -$757K | 0.04% | 333 |
|
|
2023
Q4 | $1.15M | Buy |
16,487
+632
| +4% | +$39.6K | 0.12% | 168 |
|
|
2023
Q3 | $943K | Sell |
15,855
-599
| -4% | -$36.6K | 0.11% | 183 |
|
|
2023
Q2 | $935K | Sell |
16,454
-525
| -3% | -$28.7K | 0.11% | 182 |
|
|
2023
Q1 | $898K | Buy |
16,979
+125
| +0.7% | +$6.55K | 0.09% | 195 |
|
|
2022
Q4 | $840K | Buy |
16,854
+781
| +5% | +$39.4K | 0.09% | 205 |
|
|
2022
Q3 | $707K | Buy |
16,073
+1,581
| +11% | +$79.8K | 0.08% | 207 |
|
|
2022
Q2 | $706K | Buy |
14,492
+819
| +6% | +$43.1K | 0.08% | 225 |
|
|
2022
Q1 | $758K | Buy |
13,673
+1,431
| +12% | +$68.2K | 0.07% | 230 |
|
|
2021
Q4 | $641K | Buy |
12,242
+1,245
| +11% | +$58.8K | 0.06% | 254 |
|
|
2021
Q3 | $478K | Sell |
10,997
-54
| -0.5% | -$2.43K | 0.05% | 276 |
|
|
2021
Q2 | $409K | Hold |
11,051
| – | – | 0.06% | 264 |
|
|
2021
Q1 | $409K | Sell |
11,051
-161
| -1% | -$5.38K | 0.07% | 217 |
|
|
2020
Q4 | $331K | Buy |
11,212
+1,995
| +22% | +$55.4K | 0.07% | 235 |
|
|
2020
Q3 | $247K | Buy |
+9,217
| New | +$262K | 0.06% | 238 |
|
|
2020
Q1 | – | Sell |
-8,800
| Closed | -$280K | – | 261 |
|
|
2019
Q4 | $280K | Buy |
8,800
+160
| +2% | +$5.25K | 0.08% | 216 |
|
|
2019
Q3 | $280K | Buy |
8,640
+100
| +1% | +$3.14K | 0.09% | 197 |
|
|
2019
Q2 | $267K | Buy |
8,540
+445
| +5% | +$14.6K | 0.08% | 199 |
|
|
2019
Q1 | $287K | Buy |
8,095
+840
| +12% | +$29.7K | 0.09% | 175 |
|
|
2018
Q4 | $235K | Sell |
7,255
-279
| -4% | -$9.15K | 0.07% | 210 |
|
|
2018
Q3 | $260K | Hold |
7,534
| – | – | 0.06% | 234 |
|
|
2018
Q2 | $264K | Sell |
7,534
-408
| -5% | -$13.8K | 0.06% | 225 |
|
|
2018
Q1 | $261K | Buy |
7,942
+1,088
| +16% | +$36.7K | 0.05% | 287 |
|
|
2017
Q4 | $259K | Hold |
6,854
| – | – | 0.06% | 232 |
|
|
2017
Q3 | $267K | Sell |
6,854
-865
| -11% | -$32.3K | 0.07% | 222 |
|
|
2017
Q2 | $265K | Sell |
7,719
-8,181
| -51% | -$286K | 0.06% | 288 |
|
|
2017
Q1 | $274K | Buy |
15,900
+8,596
| +118% | +$304K | 0.06% | 260 |
|
|
2016
Q4 | $237K | Sell |
7,304
-1,101
| -13% | -$36.6K | 0.05% | 280 |
|
|
2016
Q3 | $315K | Hold |
8,405
| – | – | 0.08% | 233 |
|
|
2016
Q2 | $335K | Hold |
8,405
| – | – | 0.08% | 224 |
|
|
2016
Q1 | $285K | Hold |
8,405
| – | – | 0.07% | 242 |
|
|
2015
Q4 | $227K | Hold |
8,405
| – | – | 0.05% | 276 |
|
|
2015
Q3 | $261K | Buy |
8,405
+1,727
| +26% | +$51.5K | 0.07% | 253 |
|
|
2015
Q2 | $207K | Buy |
+6,678
| New | +$234K | 0.05% | 302 |
|
|
2015
Q1 | – | Sell |
-6,373
| Closed | -$246K | – | 331 |
|
|
2014
Q4 | $246K | Buy |
+6,373
| New | +$232K | 0.06% | 264 |
|
|
2014
Q3 | – | Sell |
-6,260
| Closed | -$205K | – | 304 |
|
|
2014
Q2 | $205K | Buy |
+6,260
| New | +$170K | 0.06% | 286 |
|
Other funds holding IRM
VPM
VCM
Essex Financial Services's IRM Position: Q1 2026 in Review
Essex Financial Services increased its Iron Mountain (IRM) stake by 1% in Q1 2026, buying an estimated $6.17K and bringing the position to 6,170 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #394.
Essex Financial Services first reported a position in IRM in Q2 2014 and has held it in 44 quarters since. The position peaked at $1.15M in Q4 2023. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.
- Essex Financial Services held 6,170 shares of Iron Mountain worth $630K as of Q1 2026.
- Essex Financial Services bought 62 Iron Mountain shares in Q1 2026, an estimated $6.17K.
- Iron Mountain made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #394 holding.
- Essex Financial Services first reported a position in Iron Mountain in Q2 2014 and has held it in 44 quarters since.
- Essex Financial Services's Iron Mountain position peaked at $1.15M in Q4 2023.
- 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.