Kentucky Trust Company’s Iron Mountain IRM Stock Holding History

Kentucky Trust Company’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	$2.21M	Sell	17,465 -1,400	-7%	-$172K	1.06%	32
2026 Q1	$1.93M	Sell	18,865 -200	-1%	-$19.9K	1.01%	31
2025 Q4	$1.58M	Sell	19,065 -205	-1%	-$19.2K	0.84%	38
2025 Q3	$1.96M	Sell	19,270 -795	-4%	-$76.6K	1.06%	30
2025 Q2	$2.06M	Sell	20,065 -530	-3%	-$50K	1.18%	28
2025 Q1	$1.77M	Sell	20,595 -895	-4%	-$86.2K	1.05%	32
2024 Q4	$2.26M	Buy	+21,490	New	+$2.52M	1.33%	27

Other funds holding IRM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Kentucky Trust Company's IRM Position: Q2 2026 in Review

Kentucky Trust Company reduced its Iron Mountain (IRM) stake by 7.4% in Q2 2026, selling an estimated $172K and leaving 17,465 shares worth $2.21M. The position accounts for 1.06% of the portfolio, ranked #32.

Kentucky Trust Company first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q4 2024. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Kentucky Trust Company held 17,465 shares of Iron Mountain worth $2.21M as of Q2 2026.
Kentucky Trust Company sold 1,400 Iron Mountain shares in Q2 2026, an estimated $172K.
Iron Mountain made up 1.06% of Kentucky Trust Company's portfolio in Q2 2026, its #32 holding.
Kentucky Trust Company first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
Kentucky Trust Company's Iron Mountain position peaked at $2.26M in Q4 2024.
295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.