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Horizon Financial Services’s Iron Mountain IRM Stock Holding History

Horizon Financial Services’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 		$9.85K Buy
78
+21
+37% +$2.58K ﹤0.01% 333
2026
Q1 		$5.82K Buy
57
+47
+470% +$4.68K ﹤0.01% 302
2025
Q4 		$830 Sell
10
-13
-57% -$1.22K ﹤0.01% 347
2025
Q3 		$2.35K Buy
+23
New +$2.22K ﹤0.01% 311

Other funds holding IRM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
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

Horizon Financial Services's IRM Position: Q2 2026 in Review

Horizon Financial Services increased its Iron Mountain (IRM) stake by 37% in Q2 2026, buying an estimated $2.58K and bringing the position to 78 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Horizon Financial Services first reported a position in IRM in Q3 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Horizon Financial Services held 78 shares of Iron Mountain worth $9.85K as of Q2 2026.
  • Horizon Financial Services bought 21 Iron Mountain shares in Q2 2026, an estimated $2.58K.
  • Iron Mountain made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #333 holding.
  • Horizon Financial Services first reported a position in Iron Mountain in Q3 2025 and has held it in 4 quarters since.
  • 450 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.