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Mathes Company’s Iron Mountain IRM Stock Holding History

Mathes 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
Q1 		$756K Sell
7,400
-150
-2% -$14.9K 0.28% 63
2025
Q4 		$626K Hold
7,550
– – 0.22% 67
2025
Q3 		$770K Sell
7,550
-500
-6% -$48.2K 0.28% 61
2025
Q2 		$826K Hold
8,050
– – 0.31% 60
2025
Q1 		$693K Sell
8,050
-100
-1% -$9.64K 0.28% 66
2024
Q4 		$856K Hold
8,150
– – 0.31% 60
2024
Q3 		$968K Hold
8,150
– – 0.34% 63
2024
Q2 		$730K Sell
8,150
-1,800
-18% -$146K 0.27% 67
2024
Q1 		$798K Hold
9,950
– – 0.3% 70
2023
Q4 		$696K Hold
9,950
– – 0.29% 75
2023
Q3 		$592K Hold
9,950
– – 0.27% 77
2023
Q2 		$565K Buy
+9,950
New +$545K 0.25% 81
2022
Q4 		$596K Hold
11,950
– – 0.3% 81
2022
Q3 		$525K Sell
11,950
-1,900
-14% -$95.9K 0.29% 79
2022
Q2 		$674K Hold
13,850
– – 0.33% 80
2022
Q1 		$767K Sell
13,850
-23,000
-62% -$1.1M 0.3% 77
2021
Q4 		$1.93M Sell
36,850
-2,300
-6% -$109K 0.66% 56
2021
Q3 		$1.7M Buy
+39,150
New +$1.76M 0.63% 52
2021
Q2 		– Sell
-38,950
Closed -$1.44M – 125
2021
Q1 		$1.44M Hold
38,950
– – 0.56% 54
2020
Q4 		$1.15M Buy
38,950
+6,000
+18% +$166K 0.47% 57
2020
Q3 		$883K Buy
32,950
+2,950
+10% +$83.9K 0.41% 65
2020
Q2 		$783K Buy
30,000
+1,250
+4% +$31.6K 0.39% 69
2020
Q1 		$684K Sell
28,750
-2,100
-7% -$63.6K 0.45% 64
2019
Q4 		$983K Sell
30,850
-1,000
-3% -$32.8K 0.46% 61
2019
Q3 		$1.03M Buy
31,850
+10,050
+46% +$316K 0.53% 56
2019
Q2 		$682K Buy
+21,800
New +$714K 0.36% 71

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mathes Company's IRM Position: Q1 2026 in Review

Mathes Company reduced its Iron Mountain (IRM) stake by 2% in Q1 2026, selling an estimated $14.9K and leaving 7,400 shares worth $756K. The position accounts for 0.28% of the portfolio, ranked #63.

Mathes Company first reported a position in IRM in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.93M in Q4 2021. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Mathes Company held 7,400 shares of Iron Mountain worth $756K as of Q1 2026.
  • Mathes Company sold 150 Iron Mountain shares in Q1 2026, an estimated $14.9K.
  • Iron Mountain made up 0.28% of Mathes Company's portfolio in Q1 2026, its #63 holding.
  • Mathes Company first reported a position in Iron Mountain in Q2 2019 and has held it in 26 quarters since.
  • Mathes Company's Iron Mountain position peaked at $1.93M in Q4 2021.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Mathes Company's 13F filing for Q1 2026, filed 8 May 2026.