KCM Investment Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.69M | Hold |
21,311
| – | – | 0.08% | 139 |
|
|
2026
Q1 | $2.18M | Buy |
21,311
+1
| +0% | +$99 | 0.07% | 153 |
|
|
2025
Q4 | $1.77M | Sell |
21,310
-17
| -0.1% | -$1.59K | 0.06% | 170 |
|
|
2025
Q3 | $2.17M | Hold |
21,327
| – | – | 0.07% | 157 |
|
|
2025
Q2 | $2.19M | Buy |
21,327
+17
| +0.1% | +$1.6K | 0.07% | 153 |
|
|
2025
Q1 | $1.83M | Hold |
21,310
| – | – | 0.07% | 156 |
|
|
2024
Q4 | $2.24M | Sell |
21,310
-248
| -1% | -$29.1K | 0.08% | 148 |
|
|
2024
Q3 | $2.56M | Sell |
21,558
-600
| -3% | -$64.2K | 0.09% | 142 |
|
|
2024
Q2 | $1.99M | Buy |
22,158
+248
| +1% | +$20.1K | 0.07% | 150 |
|
|
2024
Q1 | $1.76M | Hold |
21,910
| – | – | 0.06% | 169 |
|
|
2023
Q4 | $1.53M | Sell |
21,910
-3,953
| -15% | -$248K | 0.06% | 172 |
|
|
2023
Q3 | $1.54M | Sell |
25,863
-222
| -0.9% | -$13.6K | 0.07% | 164 |
|
|
2023
Q2 | $1.48M | Sell |
26,085
-56
| -0.2% | -$3.07K | 0.06% | 181 |
|
|
2023
Q1 | $1.38M | Hold |
26,141
| – | – | 0.06% | 188 |
|
|
2022
Q4 | $1.3M | Sell |
26,141
-75
| -0.3% | -$3.79K | 0.06% | 190 |
|
|
2022
Q3 | $1.15M | Sell |
26,216
-703
| -3% | -$35.5K | 0.05% | 187 |
|
|
2022
Q2 | $1.31M | Buy |
26,919
+2,569
| +11% | +$135K | 0.06% | 189 |
|
|
2022
Q1 | $1.35M | Hold |
24,350
| – | – | 0.05% | 195 |
|
|
2021
Q4 | $1.27M | Hold |
24,350
| – | – | 0.04% | 201 |
|
|
2021
Q3 | $1.06M | Sell |
24,350
-700
| -3% | -$31.5K | 0.04% | 204 |
|
|
2021
Q2 | $1.06M | Sell |
25,050
-390
| -2% | -$16.4K | 0.04% | 202 |
|
|
2021
Q1 | $942K | Buy |
25,440
+20
| +0.1% | +$669 | 0.04% | 208 |
|
|
2020
Q4 | $749K | Buy |
25,420
+390
| +2% | +$10.8K | 0.04% | 202 |
|
|
2020
Q3 | $671K | Buy |
25,030
+30
| +0.1% | +$854 | 0.04% | 197 |
|
|
2020
Q2 | $653K | Buy |
25,000
+50
| +0.2% | +$1.26K | 0.04% | 203 |
|
|
2020
Q1 | $594K | Buy |
24,950
+9,000
| +56% | +$272K | 0.04% | 201 |
|
|
2019
Q4 | $508K | Buy |
+15,950
| New | +$523K | 0.03% | 242 |
|
|
2018
Q4 | – | Sell |
-5,873
| Closed | -$203K | – | 493 |
|
|
2018
Q3 | $203K | Buy |
+5,873
| New | +$209K | 0.01% | 500 |
|
|
2018
Q2 | – | Sell |
-8,700
| Closed | -$286K | – | 534 |
|
|
2018
Q1 | $286K | Sell |
8,700
-1,212
| -12% | -$40.8K | 0.02% | 444 |
|
|
2017
Q4 | $374K | Buy |
+9,912
| New | +$393K | 0.02% | 398 |
|
Other funds holding IRM
KCM Investment Advisors's IRM Position: Q2 2026 in Review
KCM Investment Advisors held its Iron Mountain (IRM) position steady in Q2 2026 at 21,311 shares worth $2.69M. The position accounts for 0.08% of the portfolio, ranked #139.
KCM Investment Advisors first reported a position in IRM in Q4 2017 and has held it in 30 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- KCM Investment Advisors held 21,311 shares of Iron Mountain worth $2.69M as of Q2 2026.
- KCM Investment Advisors left its Iron Mountain share count unchanged in Q2 2026.
- Iron Mountain made up 0.08% of KCM Investment Advisors's portfolio in Q2 2026, its #139 holding.
- KCM Investment Advisors first reported a position in Iron Mountain in Q4 2017 and has held it in 30 quarters since.
- 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.