MLL
IRM icon

Moody Lynn & Lieberson’s Iron Mountain IRM Stock Holding History

Moody Lynn & Lieberson’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 		$1.79M Buy
14,195
+130
+0.9% +$15.9K 0.09% 90
2026
Q1 		$1.44M Buy
14,065
+21
+0.1% +$2.09K 0.08% 93
2025
Q4 		$1.16M Sell
14,044
-525
-4% -$49.1K 0.06% 108
2025
Q3 		$1.49M Buy
14,569
+359
+3% +$34.6K 0.08% 95
2025
Q2 		$1.46M Buy
14,210
+665
+5% +$62.7K 0.08% 101
2025
Q1 		$1.17M Hold
13,545
– – 0.07% 107
2024
Q4 		$1.42M Buy
13,545
+76
+0.6% +$8.93K 0.09% 96
2024
Q3 		$1.6M Hold
13,469
– – 0.1% 101
2024
Q2 		$1.21M Hold
13,469
– – 0.08% 106
2024
Q1 		$1.08M Buy
13,469
+19
+0.1% +$1.38K 0.07% 112
2023
Q4 		$941K Buy
13,450
+45
+0.3% +$2.82K 0.07% 120
2023
Q3 		$797K Sell
13,405
-30
-0.2% -$1.83K 0.07% 116
2023
Q2 		$763K Buy
13,435
+2,259
+20% +$124K 0.06% 121
2023
Q1 		$591K Buy
11,176
+116
+1% +$6.08K 0.05% 143
2022
Q4 		$551K Sell
11,060
-212
-2% -$10.7K 0.05% 150
2022
Q3 		$496K Buy
11,272
+2,783
+33% +$141K 0.05% 143
2022
Q2 		$413K Sell
8,489
-19,394
-70% -$1.02M 0.04% 162
2022
Q1 		$1.54M Sell
27,883
-26,193
-48% -$1.25M 0.11% 97
2021
Q4 		$2.83M Buy
+54,076
New +$2.56M 0.19% 82

Other funds holding IRM

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
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Moody Lynn & Lieberson's IRM Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Iron Mountain (IRM) stake by 0.92% in Q2 2026, buying an estimated $15.9K and bringing the position to 14,195 shares worth $1.79M. The position accounts for 0.09% of the portfolio, ranked #90.

Moody Lynn & Lieberson first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.83M in Q4 2021. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Moody Lynn & Lieberson held 14,195 shares of Iron Mountain worth $1.79M as of Q2 2026.
  • Moody Lynn & Lieberson bought 130 Iron Mountain shares in Q2 2026, an estimated $15.9K.
  • Iron Mountain made up 0.09% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #90 holding.
  • Moody Lynn & Lieberson first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
  • Moody Lynn & Lieberson's Iron Mountain position peaked at $2.83M in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.