Independence Bank of Kentucky’s Iron Mountain IRM Stock Holding History

Independence Bank of Kentucky’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	$682K	Sell	5,399 -725	-12%	-$88.9K	0.08%	185
2026 Q1	$626K	Sell	6,124 -1,625	-21%	-$162K	0.08%	184
2025 Q4	$643K	Buy	7,749 +25	+0.3%	+$2.34K	0.08%	187
2025 Q3	$787K	Hold	7,724	–	–	0.1%	166
2025 Q2	$792K	Hold	7,724	–	–	0.11%	153
2025 Q1	$665K	Hold	7,724	–	–	0.1%	171
2024 Q4	$812K	Sell	7,724 -4,086	-35%	-$480K	0.12%	148
2024 Q3	$1.4M	Buy	11,810 +10,905	+1,205%	+$1.17M	0.3%	87
2024 Q2	$81.1K	Hold	905	–	–	0.02%	313
2024 Q1	$72.6K	Hold	905	–	–	0.02%	303
2023 Q4	$63.3K	Buy	+905	New	+$56.8K	0.02%	299

Other funds holding IRM

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Independence Bank of Kentucky's IRM Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Iron Mountain (IRM) stake by 12% in Q2 2026, selling an estimated $88.9K and leaving 5,399 shares worth $682K. The position accounts for 0.08% of the portfolio, ranked #185.

Independence Bank of Kentucky first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q3 2024. 488 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Independence Bank of Kentucky held 5,399 shares of Iron Mountain worth $682K as of Q2 2026.
Independence Bank of Kentucky sold 725 Iron Mountain shares in Q2 2026, an estimated $88.9K.
Iron Mountain made up 0.08% of Independence Bank of Kentucky's portfolio in Q2 2026, its #185 holding.
Independence Bank of Kentucky first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
Independence Bank of Kentucky's Iron Mountain position peaked at $1.4M in Q3 2024.
488 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.