MCM
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Monument Capital Management’s Iron Mountain IRM Stock Holding History

Monument Capital Management’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 		$903K Buy
7,149
+3,600
+101% +$441K 0.18% 118
2026
Q1 		$363K Buy
3,549
+4
+0.1% +$398 0.09% 161
2025
Q4 		$294K Sell
3,545
-2,694
-43% -$252K 0.07% 179
2025
Q3 		$636K Sell
6,239
-315
-5% -$30.3K 0.16% 116
2025
Q2 		$672K Buy
6,554
+3,001
+84% +$283K 0.18% 112
2025
Q1 		$306K Sell
3,553
-5,336
-60% -$514K 0.09% 152
2024
Q4 		$934K Sell
8,889
-218
-2% -$25.6K 0.26% 82
2024
Q3 		$1.08M Sell
9,107
-587
-6% -$62.8K 0.3% 76
2024
Q2 		$869K Sell
9,694
-119
-1% -$9.63K 0.26% 82
2024
Q1 		$787K Sell
9,813
-306
-3% -$22.1K 0.23% 94
2023
Q4 		$708K Sell
10,119
-440
-4% -$27.6K 0.23% 97
2023
Q3 		$628K Sell
10,559
-1,250
-11% -$76.4K 0.21% 91
2023
Q2 		$671K Sell
11,809
-353
-3% -$19.3K 0.21% 88
2023
Q1 		$643K Sell
12,162
-12,352
-50% -$647K 0.22% 86
2022
Q4 		$1.22M Sell
24,514
-274
-1% -$13.8K 0.42% 68
2022
Q3 		$1.09M Sell
24,788
-3,517
-12% -$178K 0.41% 68
2022
Q2 		$1.38M Sell
28,305
-775
-3% -$40.8K 0.52% 57
2022
Q1 		$1.61M Sell
29,080
-16
-0.1% -$762 0.52% 59
2021
Q4 		$1.52M Sell
29,096
-947
-3% -$44.8K 0.47% 65
2021
Q3 		$1.3M Buy
30,043
+388
+1% +$17.5K 0.44% 69
2021
Q2 		$1.25M Buy
29,655
+4,760
+19% +$200K 0.43% 69
2021
Q1 		$921K Buy
24,895
+2,060
+9% +$68.9K 0.37% 69
2020
Q4 		$673K Sell
22,835
-4,366
-16% -$121K 0.31% 75
2020
Q3 		$729K Sell
27,201
-9,317
-26% -$265K 0.38% 71
2020
Q2 		$953K Buy
36,518
+2,039
+6% +$51.5K 0.56% 68
2020
Q1 		$821K Buy
34,479
+5,295
+18% +$160K 0.59% 58
2019
Q4 		$930K Buy
29,184
+163
+0.6% +$5.34K 0.47% 73
2019
Q3 		$940K Buy
+29,021
New +$912K 0.51% 72
2018
Q4 		– Sell
-3,500
Closed -$121K – 209
2018
Q3 		$121K Buy
+3,500
New +$125K 0.07% 96

Other funds holding IRM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
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

Monument Capital Management's IRM Position: Q2 2026 in Review

Monument Capital Management increased its Iron Mountain (IRM) stake by 101% in Q2 2026, buying an estimated $441K and bringing the position to 7,149 shares worth $903K. The position accounts for 0.18% of the portfolio, ranked #118.

Monument Capital Management first reported a position in IRM in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.61M in Q1 2022. 445 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Monument Capital Management held 7,149 shares of Iron Mountain worth $903K as of Q2 2026.
  • Monument Capital Management bought 3,600 Iron Mountain shares in Q2 2026, an estimated $441K.
  • Iron Mountain made up 0.18% of Monument Capital Management's portfolio in Q2 2026, its #118 holding.
  • Monument Capital Management first reported a position in Iron Mountain in Q3 2018 and has held it in 29 quarters since.
  • Monument Capital Management's Iron Mountain position peaked at $1.61M in Q1 2022.
  • 445 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.