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Lee, Danner & Bass’s Iron Mountain IRM Stock Holding History

Lee, Danner & Bass’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 		$8.44M Sell
66,834
-307
-0.5% -$37.6K 0.49% 48
2026
Q1 		$6.86M Buy
67,141
+1,933
+3% +$192K 0.43% 53
2025
Q4 		$5.41M Buy
65,208
+22,625
+53% +$2.12M 0.39% 55
2025
Q3 		$4.34M Buy
42,583
+883
+2% +$85.1K 0.32% 71
2025
Q2 		$4.28M Buy
41,700
+5,675
+16% +$535K 0.33% 69
2025
Q1 		$3.1M Buy
36,025
+1,575
+5% +$152K 0.25% 80
2024
Q4 		$3.62M Buy
34,450
+9,245
+37% +$1.09M 0.29% 75
2024
Q3 		$3M Buy
25,205
+780
+3% +$83.4K 0.21% 88
2024
Q2 		$2.19M Buy
+24,425
New +$1.98M 0.17% 99
2023
Q4 		$1.52M Buy
21,775
+11,825
+119% +$742K 0.13% 115
2023
Q3 		$592K Sell
9,950
-6,738
-40% -$412K 0.05% 149
2023
Q2 		$948K Sell
16,688
-235
-1% -$12.9K 0.08% 130
2023
Q1 		$895K Hold
16,923
– – 0.08% 133
2022
Q4 		$844K Hold
16,923
– – 0.08% 138
2022
Q3 		$744K Hold
16,923
– – 0.08% 134
2022
Q2 		$824K Hold
16,923
– – 0.08% 127
2022
Q1 		$938K Buy
16,923
+700
+4% +$33.3K 0.08% 130
2021
Q4 		$849K Buy
16,223
+2,710
+20% +$128K 0.07% 135
2021
Q3 		$587K Buy
13,513
+3,905
+41% +$176K 0.05% 146
2021
Q2 		$407K Buy
+9,608
New +$403K 0.04% 158

Other funds holding IRM

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Lee, Danner & Bass's IRM Position: Q2 2026 in Review

Lee, Danner & Bass reduced its Iron Mountain (IRM) stake by 0.46% in Q2 2026, selling an estimated $37.6K and leaving 66,834 shares worth $8.44M. The position accounts for 0.49% of the portfolio, ranked #48.

Lee, Danner & Bass first reported a position in IRM in Q2 2021 and has held it in 20 quarters since. 375 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Lee, Danner & Bass held 66,834 shares of Iron Mountain worth $8.44M as of Q2 2026.
  • Lee, Danner & Bass sold 307 Iron Mountain shares in Q2 2026, an estimated $37.6K.
  • Iron Mountain made up 0.49% of Lee, Danner & Bass's portfolio in Q2 2026, its #48 holding.
  • Lee, Danner & Bass first reported a position in Iron Mountain in Q2 2021 and has held it in 20 quarters since.
  • 375 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.