James Hambro & Partners
IRM icon

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
Q3 		$330K Hold
2,972
– – 0.01% 53
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 		$9.9M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

James Hambro & Partners's IRM Position: Q3 2026 in Review

James Hambro & Partners held its Iron Mountain (IRM) position steady in Q3 2026 at 2,972 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #53.

James Hambro & Partners first reported a position in IRM in Q2 2022 and has held it in 18 quarters since. The position peaked at $12.4M in Q3 2024. 732 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • James Hambro & Partners held 2,972 shares of Iron Mountain worth $330K as of Q3 2026.
  • James Hambro & Partners left its Iron Mountain share count unchanged in Q3 2026.
  • Iron Mountain made up 0.01% of James Hambro & Partners's portfolio in Q3 2026, its #53 holding.
  • James Hambro & Partners first reported a position in Iron Mountain in Q2 2022 and has held it in 18 quarters since.
  • James Hambro & Partners's Iron Mountain position peaked at $12.4M in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.