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Natural Investments’s Iron Mountain IRM Stock Holding History

Natural Investments’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 		$450K Sell
3,569
-540
-13% -$66.2K 0.1% 172
2026
Q1 		$419K Buy
4,109
+56
+1% +$5.57K 0.1% 180
2025
Q4 		$336K Buy
4,053
+472
+13% +$44.2K 0.08% 210
2025
Q3 		$365K Buy
3,581
+107
+3% +$10.3K 0.09% 170
2025
Q2 		$356K Buy
3,474
+24
+0.7% +$2.26K 0.09% 184
2025
Q1 		$296K Buy
3,450
+11
+0.3% +$1.06K 0.08% 190
2024
Q4 		$361K Buy
+3,439
New +$404K 0.1% 173

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Natural Investments's IRM Position: Q2 2026 in Review

Natural Investments reduced its Iron Mountain (IRM) stake by 13% in Q2 2026, selling an estimated $66.2K and leaving 3,569 shares worth $450K. The position accounts for 0.1% of the portfolio, ranked #172.

Natural Investments first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Natural Investments held 3,569 shares of Iron Mountain worth $450K as of Q2 2026.
  • Natural Investments sold 540 Iron Mountain shares in Q2 2026, an estimated $66.2K.
  • Iron Mountain made up 0.1% of Natural Investments's portfolio in Q2 2026, its #172 holding.
  • Natural Investments first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.