HM Payson & Co’s Iron Mountain IRM Stock Holding History

HM Payson & Co’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	$1.58M	Hold	12,526	–	–	0.02%	190
2026 Q1	$1.28M	Hold	12,526	–	–	0.02%	205
2025 Q4	$1.04M	Hold	12,526	–	–	0.01%	215
2025 Q3	$1.28M	Hold	12,526	–	–	0.02%	189
2025 Q2	$1.28M	Hold	12,526	–	–	0.02%	185
2025 Q1	$1.08M	Buy	12,526 +265	+2%	+$25.5K	0.02%	208
2024 Q4	$1.29M	Hold	12,261	–	–	0.02%	191
2024 Q3	$1.46M	Hold	12,261	–	–	0.03%	184
2024 Q2	$1.1M	Hold	12,261	–	–	0.02%	198
2024 Q1	$983K	Hold	12,261	–	–	0.02%	207
2023 Q4	$858K	Hold	12,261	–	–	0.02%	218
2023 Q3	$729K	Sell	12,261 -3	-0%	-$183	0.02%	231
2023 Q2	$697K	Hold	12,264	–	–	0.02%	231
2023 Q1	$649K	Hold	12,264	–	–	0.02%	226
2022 Q4	$611K	Hold	12,264	–	–	0.02%	230
2022 Q3	$539K	Hold	12,264	–	–	0.01%	240
2022 Q2	$597K	Buy	12,264 +1	+0%	+$53	0.02%	236
2022 Q1	$680K	Hold	12,263	–	–	0.02%	239
2021 Q4	$642K	Hold	12,263	–	–	0.01%	255
2021 Q3	$533K	Hold	12,263	–	–	0.01%	268
2021 Q2	$519K	Hold	12,263	–	–	0.01%	270
2021 Q1	$454K	Hold	12,263	–	–	0.01%	282
2020 Q4	$362K	Sell	12,263 -98	-0.8%	-$2.72K	0.01%	305
2020 Q3	$331K	Buy	12,361 +100	+0.8%	+$2.85K	0.01%	298
2020 Q2	$320K	Hold	12,261	–	–	0.01%	276
2020 Q1	$292K	Sell	12,261 -643	-5%	-$19.5K	0.01%	267
2019 Q4	$411K	Hold	12,904	–	–	0.01%	281
2019 Q3	$418K	Buy	12,904 +10,723	+492%	+$337K	0.01%	278
2019 Q2	$68K	Buy	+2,181	New	+$71.5K	﹤0.01%	540
2016 Q4	–	Sell	-6,303	Closed	-$237K	–	334
2016 Q3	$237K	Sell	6,303 -1,353	-18%	-$52.2K	0.01%	285
2016 Q2	$305K	Hold	7,656	–	–	0.02%	259
2016 Q1	$260K	Sell	7,656 -893	-10%	-$25.6K	0.01%	272
2015 Q4	$231K	Sell	8,549 -641	-7%	-$18.8K	0.01%	284
2015 Q3	$285K	Sell	9,190 -857	-9%	-$25.6K	0.02%	249
2015 Q2	$311K	Sell	10,047 -7,274	-42%	-$255K	0.02%	256
2015 Q1	$632K	Sell	17,321 -5,355	-24%	-$207K	0.03%	205
2014 Q4	$877K	Buy	22,676 +1,519	+7%	+$55.2K	0.04%	184
2014 Q3	$691K	Sell	21,157 -3,607	-15%	-$117K	0.04%	194
2014 Q2	$811K	Sell	24,764 -139,805	-85%	-$3.79M	0.04%	180
2014 Q1	$4.19M	Buy	164,569 +4,399	+3%	+$113K	0.22%	92
2013 Q4	$4.49M	Sell	160,170 -146,222	-48%	-$3.75M	0.24%	90
2013 Q3	$7.65M	Sell	306,392 -9,729	-3%	-$247K	0.44%	67
2013 Q2	$7.77M	Buy	+316,121	New	+$10.2M	0.47%	65

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

HM Payson & Co's IRM Position: Q2 2026 in Review

HM Payson & Co held its Iron Mountain (IRM) position steady in Q2 2026 at 12,526 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #190.

HM Payson & Co first reported a position in IRM in Q2 2013 and has held it in 43 quarters since. The position peaked at $7.77M in Q2 2013. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

HM Payson & Co held 12,526 shares of Iron Mountain worth $1.58M as of Q2 2026.
HM Payson & Co left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.02% of HM Payson & Co's portfolio in Q2 2026, its #190 holding.
HM Payson & Co first reported a position in Iron Mountain in Q2 2013 and has held it in 43 quarters since.
HM Payson & Co's Iron Mountain position peaked at $7.77M in Q2 2013.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.