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Investment House LLC’s Iron Mountain IRM Stock Holding History

Investment House LLC’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 		– Sell
-2,800
Closed -$286K – 230
2026
Q1 		$286K Hold
2,800
– – 0.01% 192
2025
Q4 		$232K Buy
2,800
+100
+4% +$9.36K 0.01% 207
2025
Q3 		$275K Hold
2,700
– – 0.01% 198
2025
Q2 		$277K Hold
2,700
– – 0.01% 197
2025
Q1 		$232K Hold
2,700
– – 0.01% 205
2024
Q4 		$284K Hold
2,700
– – 0.02% 185
2024
Q3 		$321K Hold
2,700
– – 0.02% 184
2024
Q2 		$242K Hold
2,700
– – 0.01% 194
2024
Q1 		$217K Buy
+2,700
New +$195K 0.01% 206

Other funds holding IRM

Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Investment House LLC's IRM Position: Q2 2026 in Review

Investment House LLC sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 2,800 shares — an estimated $286K sold.

Investment House LLC first reported a position in IRM in Q1 2024 and held it in 9 quarters. The position peaked at $321K in Q3 2024. 486 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Investment House LLC reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Investment House LLC sold 2,800 Iron Mountain shares in Q2 2026, an estimated $286K.
  • Investment House LLC first reported a position in Iron Mountain in Q1 2024 and held it in 9 quarters.
  • Investment House LLC's Iron Mountain position peaked at $321K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.