Essex Savings Bank’s Iron Mountain IRM Stock Holding History

Essex Savings Bank’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	$562K	Buy	4,447 +16	+0.4%	+$1.96K	0.12%	168
2026 Q1	$453K	Sell	4,431 -64	-1%	-$6.37K	0.1%	181
2025 Q4	$373K	Hold	4,495	–	–	0.08%	197
2025 Q3	$458K	Hold	4,495	–	–	0.1%	169
2025 Q2	$461K	Hold	4,495	–	–	0.11%	164
2025 Q1	$387K	Sell	4,495 -150	-3%	-$14.5K	0.1%	180
2024 Q4	$488K	Sell	4,645 -1,214	-21%	-$143K	0.12%	149
2024 Q3	$696K	Sell	5,859 -55	-0.9%	-$5.88K	0.17%	123
2024 Q2	$530K	Sell	5,914 -376	-6%	-$30.4K	0.14%	132
2024 Q1	$440K	Hold	6,290	–	–	0.13%	145
2023 Q4	$440K	Sell	6,290 -250	-4%	-$15.7K	0.13%	144
2023 Q3	$389K	Buy	6,540 +1,558	+31%	+$95.2K	0.13%	140
2023 Q2	$283K	Sell	4,982 -185	-4%	-$10.1K	0.09%	177
2023 Q1	$273K	Hold	5,167	–	–	0.1%	176
2022 Q4	$258K	Hold	5,167	–	–	0.09%	188
2022 Q3	$227K	Hold	5,167	–	–	0.09%	186
2022 Q2	$252K	Hold	5,167	–	–	0.1%	174
2022 Q1	$286K	Hold	5,167	–	–	0.09%	178
2021 Q4	$270K	Hold	5,167	–	–	0.09%	178
2021 Q3	$247K	Buy	5,167 +72	+1%	+$3.24K	0.09%	184
2021 Q2	$221K	Buy	+5,095	New	+$214K	0.09%	199
2019 Q3	–	Sell	-641	Closed	-$20K	–	396
2019 Q2	$20K	Buy	641 +566	+755%	+$18.5K	0.01%	576
2019 Q1	$3K	Buy	+75	New	+$2.65K	﹤0.01%	595

Other funds holding IRM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Essex Savings Bank's IRM Position: Q2 2026 in Review

Essex Savings Bank increased its Iron Mountain (IRM) stake by 0.36% in Q2 2026, buying an estimated $1.96K and bringing the position to 4,447 shares worth $562K. The position accounts for 0.12% of the portfolio, ranked #168.

Essex Savings Bank first reported a position in IRM in Q1 2019 and has held it in 23 quarters since. The position peaked at $696K in Q3 2024. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Essex Savings Bank held 4,447 shares of Iron Mountain worth $562K as of Q2 2026.
Essex Savings Bank bought 16 Iron Mountain shares in Q2 2026, an estimated $1.96K.
Iron Mountain made up 0.12% of Essex Savings Bank's portfolio in Q2 2026, its #168 holding.
Essex Savings Bank first reported a position in Iron Mountain in Q1 2019 and has held it in 23 quarters since.
Essex Savings Bank's Iron Mountain position peaked at $696K in Q3 2024.
522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.