Everence Capital Management’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 | $2.12M | Hold |
20,717
| – | – | 0.13% | 144 |
|
|
2025
Q4 | $1.72M | Hold |
20,717
| – | – | 0.1% | 156 |
|
|
2025
Q3 | $2.11M | Buy |
20,717
+2,927
| +16% | +$282K | 0.13% | 134 |
|
|
2025
Q2 | $1.82M | Buy |
17,790
+510
| +3% | +$48.1K | 0.12% | 149 |
|
|
2025
Q1 | $1.49M | Sell |
17,280
-3,210
| -16% | -$309K | 0.1% | 175 |
|
|
2024
Q4 | $2.15M | Buy |
20,490
+11,820
| +136% | +$1.39M | 0.14% | 121 |
|
|
2024
Q3 | $1.03M | Hold |
8,670
| – | – | 0.07% | 233 |
|
|
2024
Q2 | $672 | Hold |
8,670
| – | – | 0.05% | 304 |
|
|
2024
Q1 | $695 | Hold |
8,670
| – | – | 0.05% | 310 |
|
|
2023
Q4 | $607K | Hold |
8,670
| – | – | 0.04% | 342 |
|
|
2023
Q3 | $515 | Hold |
8,670
| – | – | 0.04% | 379 |
|
|
2023
Q2 | $463K | Hold |
8,670
| – | – | 0.04% | 366 |
|
|
2023
Q1 | $459 | Hold |
8,670
| – | – | 0.04% | 388 |
|
|
2022
Q4 | $432 | Buy |
+8,670
| New | +$438K | 0.04% | 421 |
|
|
2022
Q1 | – | Sell |
-6,300
| Closed | -$330K | – | 762 |
|
|
2021
Q4 | $330K | Sell |
6,300
-16,270
| -72% | -$769K | 0.02% | 558 |
|
|
2021
Q3 | $981K | Hold |
22,570
| – | – | 0.08% | 204 |
|
|
2021
Q2 | $955K | Hold |
22,570
| – | – | 0.08% | 210 |
|
|
2021
Q1 | $835K | Hold |
22,570
| – | – | 0.08% | 214 |
|
|
2020
Q4 | $665K | Sell |
22,570
-18,158
| -45% | -$504K | 0.06% | 253 |
|
|
2020
Q3 | $1.09M | Buy |
40,728
+9,380
| +30% | +$267K | 0.12% | 144 |
|
|
2020
Q2 | $808K | Hold |
31,348
| – | – | 0.1% | 178 |
|
|
2020
Q1 | $746K | Hold |
31,348
| – | – | 0.11% | 165 |
|
|
2019
Q4 | $999K | Buy |
31,348
+9,201
| +42% | +$302K | 0.15% | 143 |
|
|
2019
Q3 | $717K | Hold |
22,147
| – | – | 0.12% | 186 |
|
|
2019
Q2 | $693K | Buy |
22,147
+7,990
| +56% | +$262K | 0.11% | 187 |
|
|
2019
Q1 | $502K | Sell |
14,157
-5,340
| -27% | -$189K | 0.09% | 238 |
|
|
2018
Q4 | $632K | Hold |
19,497
| – | – | 0.15% | 168 |
|
|
2018
Q3 | $673K | Sell |
19,497
-5,210
| -21% | -$186K | 0.13% | 184 |
|
|
2018
Q2 | $865K | Hold |
24,707
| – | – | 0.18% | 147 |
|
|
2018
Q1 | $812K | Buy |
24,707
+11,450
| +86% | +$386K | 0.18% | 147 |
|
|
2017
Q4 | $500K | Hold |
13,257
| – | – | 0.11% | 217 |
|
|
2017
Q3 | $516K | Hold |
13,257
| – | – | 0.12% | 223 |
|
|
2017
Q2 | $456K | Hold |
13,257
| – | – | 0.11% | 229 |
|
|
2017
Q1 | $473K | Hold |
13,257
| – | – | 0.12% | 211 |
|
|
2016
Q4 | $431K | Buy |
+13,257
| New | +$441K | 0.12% | 210 |
|
Other funds holding IRM
VPM
VCM
Everence Capital Management's IRM Position: Q1 2026 in Review
Everence Capital Management held its Iron Mountain (IRM) position steady in Q1 2026 at 20,717 shares worth $2.12M. The position accounts for 0.13% of the portfolio, ranked #144.
Everence Capital Management first reported a position in IRM in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.15M in Q4 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.
- Everence Capital Management held 20,717 shares of Iron Mountain worth $2.12M as of Q1 2026.
- Everence Capital Management left its Iron Mountain share count unchanged in Q1 2026.
- Iron Mountain made up 0.13% of Everence Capital Management's portfolio in Q1 2026, its #144 holding.
- Everence Capital Management first reported a position in Iron Mountain in Q4 2016 and has held it in 35 quarters since.
- Everence Capital Management's Iron Mountain position peaked at $2.15M in Q4 2024.
- 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.
Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.