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Hunter Associates Investment Management’s Iron Mountain IRM Stock Holding History

Hunter Associates 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 		$241K Sell
1,909
-190
-9% -$23.3K 0.03% 273
2026
Q1 		$214K Buy
+2,099
New +$209K 0.03% 263
2024
Q4 		– Sell
-2,199
Closed -$261K – 263
2024
Q3 		$261K Buy
+2,199
New +$235K 0.04% 224
2024
Q2 		– Sell
-10,700
Closed -$858K – 255
2024
Q1 		$858K Hold
10,700
– – 0.14% 136
2023
Q4 		$748K Hold
10,700
– – 0.14% 139
2023
Q3 		$638K Sell
10,700
-200
-2% -$12.2K 0.13% 142
2023
Q2 		$618K Hold
10,900
– – 0.12% 149
2023
Q1 		$578K Hold
10,900
– – 0.12% 135
2022
Q4 		$542K Hold
10,900
– – 0.13% 131
2022
Q3 		$477K Hold
10,900
– – 0.12% 134
2022
Q2 		$531K Buy
10,900
+6,900
+173% +$363K 0.13% 125
2022
Q1 		$222K Hold
4,000
– – 0.07% 126
2021
Q4 		$209K Buy
+4,000
New +$189K 0.06% 141
2021
Q2 		– Sell
-10,999
Closed -$407K – 168
2021
Q1 		$407K Buy
10,999
+3,800
+53% +$127K 0.09% 144
2020
Q4 		$212K Buy
+7,199
New +$200K 0.05% 183
2020
Q2 		– Sell
-25,349
Closed -$603K – 179
2020
Q1 		$603K Sell
25,349
-1,350
-5% -$40.9K 0.23% 83
2019
Q4 		$851K Sell
26,699
-100
-0.4% -$3.28K 0.26% 75
2019
Q3 		$868K Sell
26,799
-1,350
-5% -$42.4K 0.3% 72
2019
Q2 		$881K Buy
28,149
+3,700
+15% +$121K 0.3% 69
2019
Q1 		$867K Buy
24,449
+3,350
+16% +$118K 0.3% 70
2018
Q4 		$684K Sell
21,099
-600
-3% -$19.7K 0.28% 78
2018
Q3 		$749K Hold
21,699
– – 0.26% 81
2018
Q2 		$760K Buy
21,699
+3,800
+21% +$128K 0.27% 79
2018
Q1 		$588K Buy
17,899
+3,500
+24% +$118K 0.22% 87
2017
Q4 		$543K Buy
14,399
+1,000
+7% +$39.7K 0.2% 95
2017
Q3 		$521K Hold
13,399
– – 0.2% 91
2017
Q2 		$460K Buy
13,399
+3,100
+30% +$108K 0.19% 98
2017
Q1 		$367K Buy
+10,299
New +$365K 0.15% 117

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Hunter Associates Investment Management's IRM Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its Iron Mountain (IRM) stake by 9.1% in Q2 2026, selling an estimated $23.3K and leaving 1,909 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #273.

Hunter Associates Investment Management first reported a position in IRM in Q1 2017 and has held it in 28 quarters since. The position peaked at $881K in Q2 2019. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Hunter Associates Investment Management held 1,909 shares of Iron Mountain worth $241K as of Q2 2026.
  • Hunter Associates Investment Management sold 190 Iron Mountain shares in Q2 2026, an estimated $23.3K.
  • Iron Mountain made up 0.03% of Hunter Associates Investment Management's portfolio in Q2 2026, its #273 holding.
  • Hunter Associates Investment Management first reported a position in Iron Mountain in Q1 2017 and has held it in 28 quarters since.
  • Hunter Associates Investment Management's Iron Mountain position peaked at $881K in Q2 2019.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.