Lee, Danner & Bass
IRM icon

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
Q3 		$7.44M Buy
67,084
+250
+0.4% +$29.9K 0.44% 50
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Lee, Danner & Bass's IRM Position: Q3 2026 in Review

Lee, Danner & Bass increased its Iron Mountain (IRM) stake by 0.37% in Q3 2026, buying an estimated $29.9K and bringing the position to 67,084 shares worth $7.44M. The position accounts for 0.44% of the portfolio, ranked #50.

Lee, Danner & Bass first reported a position in IRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.44M in Q2 2026. 389 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Lee, Danner & Bass held 67,084 shares of Iron Mountain worth $7.44M as of Q3 2026.
  • Lee, Danner & Bass bought 250 Iron Mountain shares in Q3 2026, an estimated $29.9K.
  • Iron Mountain made up 0.44% of Lee, Danner & Bass's portfolio in Q3 2026, its #50 holding.
  • Lee, Danner & Bass first reported a position in Iron Mountain in Q2 2021 and has held it in 21 quarters since.
  • Lee, Danner & Bass's Iron Mountain position peaked at $8.44M in Q2 2026.
  • 389 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.