James Hambro & Partners’s Iron Mountain IRM Stock Holding History

James Hambro & Partners’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	$375K	Hold	2,972	–	–	0.01%	58
2026 Q1	$304K	Hold	2,972	–	–	0.01%	47
2025 Q4	$246K	Hold	2,972	–	–	0.01%	52
2025 Q3	$303K	Sell	2,972 -3,530	-54%	-$340K	0.01%	50
2025 Q2	$667K	Sell	6,502 -24,110	-79%	-$2.27M	0.03%	35
2025 Q1	$2.63M	Sell	30,612 -1,873	-6%	-$180K	0.11%	25
2024 Q4	$3.42M	Sell	32,485 -72,123	-69%	-$8.47M	0.13%	25
2024 Q3	$12.4M	Sell	104,608 -15,496	-13%	-$1.66M	0.52%	23
2024 Q2	$10.8M	Sell	120,104 -3,286	-3%	-$266K	0.5%	22
2024 Q1	$9.89M	Sell	123,390 -5,230	-4%	-$379K	0.46%	25
2023 Q4	$9M	Buy	128,620 +520	+0.4%	+$32.6K	0.48%	24
2023 Q3	$7.62M	Sell	128,100 -3,152	-2%	-$193K	0.49%	25
2023 Q2	$7.45M	Buy	131,252 +10,618	+9%	+$581K	0.49%	24
2023 Q1	$6.38M	Buy	120,634 +1,487	+1%	+$77.9K	0.47%	25
2022 Q4	$5.94M	Buy	119,147 +69,810	+141%	+$3.52M	0.45%	25
2022 Q3	$2.17M	Buy	49,337 +18,338	+59%	+$926K	0.19%	26
2022 Q2	$1.51M	Buy	+30,999	New	+$1.63M	0.13%	28

Other funds holding IRM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

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

James Hambro & Partners's IRM Position: Q2 2026 in Review

James Hambro & Partners held its Iron Mountain (IRM) position steady in Q2 2026 at 2,972 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #58.

James Hambro & Partners first reported a position in IRM in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.4M in Q3 2024. 450 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

James Hambro & Partners held 2,972 shares of Iron Mountain worth $375K as of Q2 2026.
James Hambro & Partners left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.01% of James Hambro & Partners's portfolio in Q2 2026, its #58 holding.
James Hambro & Partners first reported a position in Iron Mountain in Q2 2022 and has held it in 17 quarters since.
James Hambro & Partners's Iron Mountain position peaked at $12.4M in Q3 2024.
450 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.