Groesbeck Investment Management’s Iron Mountain IRM Stock Holding History

Groesbeck Investment 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	$415K	Buy	+3,284	New	+$403K	0.66%	37
2014 Q1	–	Sell	-81,150	Closed	-$2.28M	–	87
2013 Q4	$2.28M	Sell	81,150 -7,102	-8%	-$182K	0.95%	44
2013 Q3	$2.2M	Hold	88,252	–	–	0.96%	46
2013 Q2	$2.17M	Buy	+88,252	New	+$2.85M	0.92%	45

Other funds holding IRM

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Groesbeck Investment Management's IRM Position: Q2 2026 in Review

Groesbeck Investment Management opened a new position in Iron Mountain (IRM) in Q2 2026: 3,284 shares worth $415K. The stake represents 0.66% of the portfolio and ranks #37 among its holdings. This is a return to the name: Groesbeck Investment Management previously reported a position in IRM as recently as Q4 2013.

Groesbeck Investment Management first reported a position in IRM in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.28M in Q4 2013. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Groesbeck Investment Management held 3,284 shares of Iron Mountain worth $415K as of Q2 2026.
Iron Mountain was a new Groesbeck Investment Management position in Q2 2026.
Iron Mountain made up 0.66% of Groesbeck Investment Management's portfolio in Q2 2026, its #37 holding.
Groesbeck Investment Management first reported a position in Iron Mountain in Q2 2013 and has held it in 4 quarters since.
Groesbeck Investment Management's Iron Mountain position peaked at $2.28M in Q4 2013.
295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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