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Hennion & Walsh Asset Management’s Iron Mountain IRM Stock Holding History

Hennion & Walsh Asset 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 		$7.11M Buy
56,304
+5,258
+10% +$645K 0.2% 112
2026
Q1 		$5.21M Sell
51,046
-4,718
-8% -$469K 0.18% 139
2025
Q4 		$4.63M Sell
55,764
-3,453
-6% -$323K 0.16% 161
2025
Q3 		$6.04M Buy
59,217
+889
+2% +$85.6K 0.22% 97
2025
Q2 		$5.98M Buy
58,328
+866
+2% +$81.6K 0.24% 79
2025
Q1 		$4.94M Sell
57,462
-12,383
-18% -$1.19M 0.22% 100
2024
Q4 		$7.34M Sell
69,845
-5,219
-7% -$613K 0.33% 57
2024
Q3 		$8.92M Sell
75,064
-745
-1% -$79.7K 0.42% 37
2024
Q2 		$6.79M Buy
75,809
+12,540
+20% +$1.01M 0.35% 50
2024
Q1 		$5.07M Buy
63,269
+7,282
+13% +$527K 0.27% 81
2023
Q4 		$3.92M Buy
55,987
+8,236
+17% +$517K 0.22% 108
2023
Q3 		$2.84M Buy
47,751
+10,312
+28% +$630K 0.18% 141
2023
Q2 		$2.13M Buy
37,439
+11,754
+46% +$643K 0.13% 203
2023
Q1 		$1.36M Buy
25,685
+10,300
+67% +$540K 0.08% 287
2022
Q4 		$767K Buy
15,385
+9,182
+148% +$464K 0.05% 398
2022
Q3 		$273K Buy
+6,203
New +$313K 0.02% 639

Other funds holding IRM

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
Handelsbanken Fonder
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
TA
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Hennion & Walsh Asset Management's IRM Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Iron Mountain (IRM) stake by 10% in Q2 2026, buying an estimated $645K and bringing the position to 56,304 shares worth $7.11M. The position accounts for 0.2% of the portfolio, ranked #112.

Hennion & Walsh Asset Management first reported a position in IRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.92M in Q3 2024. 222 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Hennion & Walsh Asset Management held 56,304 shares of Iron Mountain worth $7.11M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 5,258 Iron Mountain shares in Q2 2026, an estimated $645K.
  • Iron Mountain made up 0.2% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #112 holding.
  • Hennion & Walsh Asset Management first reported a position in Iron Mountain in Q3 2022 and has held it in 16 quarters since.
  • Hennion & Walsh Asset Management's Iron Mountain position peaked at $8.92M in Q3 2024.
  • 222 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.