Oakworth Capital’s Iron Mountain IRM Stock Holding History

Oakworth Capital’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	$11.5K	Hold	91	–	–	﹤0.01%	685
2026 Q1	$9.29K	Sell	91 -58	-39%	-$5.77K	﹤0.01%	666
2025 Q4	$12.4K	Hold	149	–	–	﹤0.01%	635
2025 Q3	$15.2K	Sell	149 -31	-17%	-$2.99K	﹤0.01%	592
2025 Q2	$18.5K	Sell	180 -399	-69%	-$37.6K	﹤0.01%	451
2025 Q1	$49.8K	Buy	579 +59	+11%	+$5.68K	﹤0.01%	353
2024 Q4	$54.7K	Buy	+520	New	+$61.1K	﹤0.01%	351
2023 Q3	–	Sell	-133	Closed	-$7.56K	–	623
2023 Q2	$7.56K	Buy	+133	New	+$7.28K	﹤0.01%	505
2021 Q4	–	Sell	-180	Closed	-$8K	–	593
2021 Q3	$8K	Buy	+180	New	+$8.1K	﹤0.01%	488
2020 Q3	–	Sell	-241	Closed	-$6K	–	588
2020 Q2	$6K	Buy	+241	New	+$6.09K	﹤0.01%	453

Other funds holding IRM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

Oakworth Capital's IRM Position: Q2 2026 in Review

Oakworth Capital held its Iron Mountain (IRM) position steady in Q2 2026 at 91 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Oakworth Capital first reported a position in IRM in Q2 2020 and has held it in 10 quarters since. The position peaked at $54.7K in Q4 2024. 328 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Oakworth Capital held 91 shares of Iron Mountain worth $11.5K as of Q2 2026.
Oakworth Capital left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #685 holding.
Oakworth Capital first reported a position in Iron Mountain in Q2 2020 and has held it in 10 quarters since.
Oakworth Capital's Iron Mountain position peaked at $54.7K in Q4 2024.
328 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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