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Ethic Inc’s Iron Mountain IRM Stock Holding History

Ethic Inc’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 		$6.21M Buy
49,180
+3,254
+7% +$399K 0.08% 252
2026
Q1 		$4.69M Sell
45,926
-2,351
-5% -$234K 0.07% 275
2025
Q4 		$4M Sell
48,277
-435
-0.9% -$40.7K 0.06% 307
2025
Q3 		$4.97M Sell
48,712
-4,952
-9% -$477K 0.08% 243
2025
Q2 		$5.49M Sell
53,664
-4,614
-8% -$435K 0.1% 213
2025
Q1 		$5.06M Sell
58,278
-2,304
-4% -$222K 0.1% 214
2024
Q4 		$6.37M Buy
60,582
+12,846
+27% +$1.51M 0.13% 169
2024
Q3 		$3.83M Sell
47,736
-10,176
-18% -$1.09M 0.1% 243
2024
Q2 		$5.19M Buy
57,912
+10,176
+21% +$824K 0.12% 183
2024
Q1 		$3.83M Buy
47,736
+2,301
+5% +$167K 0.1% 244
2023
Q4 		$3.18M Buy
45,435
+4,185
+10% +$263K 0.09% 251
2023
Q3 		$2.45M Buy
41,250
+7,377
+22% +$451K 0.09% 274
2023
Q2 		$1.92M Sell
33,873
-215
-0.6% -$11.8K 0.07% 314
2023
Q1 		$1.8M Sell
34,088
-1,092
-3% -$57.2K 0.07% 311
2022
Q4 		$1.75M Buy
35,180
+8,600
+32% +$434K 0.09% 268
2022
Q3 		$1.17M Buy
26,580
+3,804
+17% +$192K 0.08% 298
2022
Q2 		$1.11M Buy
22,776
+8,673
+61% +$456K 0.08% 301
2022
Q1 		$781K Buy
14,103
+2,294
+19% +$109K 0.05% 359
2021
Q4 		$618K Buy
11,809
+2,501
+27% +$118K 0.05% 363
2021
Q3 		$404K Sell
9,308
-316
-3% -$14.2K 0.04% 413
2021
Q2 		$407K Buy
9,624
+4,062
+73% +$170K 0.05% 390
2021
Q1 		$206K Buy
+5,562
New +$186K 0.04% 463
2020
Q3 		– Sell
-10,259
Closed -$268K – 355
2020
Q2 		$268K Buy
+10,259
New +$259K 0.15% 189

Other funds holding IRM

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Ethic Inc's IRM Position: Q2 2026 in Review

Ethic Inc increased its Iron Mountain (IRM) stake by 7.1% in Q2 2026, buying an estimated $399K and bringing the position to 49,180 shares worth $6.21M. The position accounts for 0.08% of the portfolio, ranked #252.

Ethic Inc first reported a position in IRM in Q2 2020 and has held it in 23 quarters since. The position peaked at $6.37M in Q4 2024. 399 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Ethic Inc held 49,180 shares of Iron Mountain worth $6.21M as of Q2 2026.
  • Ethic Inc bought 3,254 Iron Mountain shares in Q2 2026, an estimated $399K.
  • Iron Mountain made up 0.08% of Ethic Inc's portfolio in Q2 2026, its #252 holding.
  • Ethic Inc first reported a position in Iron Mountain in Q2 2020 and has held it in 23 quarters since.
  • Ethic Inc's Iron Mountain position peaked at $6.37M in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.