Matthew Hamilton Rosenberg’s Iron Mountain IRM Stock Holding History

Matthew Hamilton Rosenberg’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	$79.2K	Sell	714 -74	-9%	-$8.87K	0.01%	379
2026 Q2	$99.5K	Sell	788 -2	-0.3%	-$245	0.02%	344
2026 Q1	$80.7K	Sell	790 -180	-19%	-$17.9K	0.02%	360
2025 Q4	$80.5K	Sell	970 -152	-14%	-$14.2K	0.02%	359
2025 Q3	$114K	Sell	1,122 -3	-0.3%	-$289	0.02%	305
2025 Q2	$115K	Sell	1,125 -555	-33%	-$52.3K	0.03%	304
2025 Q1	$145K	Buy	1,680 +605	+56%	+$58.3K	0.04%	244
2024 Q4	$113K	Buy	+1,075	New	+$126K	0.03%	287

Other funds holding IRM

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

WAM

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Matthew Hamilton Rosenberg's IRM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Iron Mountain (IRM) stake by 9.4% in Q3 2026, selling an estimated $8.87K and leaving 714 shares worth $79.2K. The position accounts for 0.01% of the portfolio, ranked #379.

Matthew Hamilton Rosenberg first reported a position in IRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $145K in Q1 2025. 45 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Matthew Hamilton Rosenberg held 714 shares of Iron Mountain worth $79.2K as of Q3 2026.
Matthew Hamilton Rosenberg sold 74 Iron Mountain shares in Q3 2026, an estimated $8.87K.
Iron Mountain made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #379 holding.
Matthew Hamilton Rosenberg first reported a position in Iron Mountain in Q4 2024 and has held it in 8 quarters since.
Matthew Hamilton Rosenberg's Iron Mountain position peaked at $145K in Q1 2025.
45 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.