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One Charles Private Wealth Services’s Iron Mountain IRM Stock Holding History

One Charles Private Wealth Services’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 		$1.84M Sell
14,538
-437
-3% -$53.6K 0.42% 46
2026
Q1 		$1.53M Sell
14,975
-199
-1% -$19.8K 0.38% 51
2025
Q4 		$1.26M Sell
15,174
-192
-1% -$18K 0.33% 57
2025
Q3 		$1.57M Buy
15,366
+18
+0.1% +$1.73K 0.41% 43
2025
Q2 		$1.57M Buy
15,348
+3,040
+25% +$287K 0.44% 38
2025
Q1 		$1.06M Buy
12,308
+548
+5% +$52.8K 0.34% 45
2024
Q4 		$1.24M Buy
11,760
+119
+1% +$14K 0.42% 43
2024
Q3 		$1.38M Buy
11,641
+222
+2% +$23.7K 0.53% 38
2024
Q2 		$1.02M Buy
11,419
+187
+2% +$15.1K 0.43% 47
2024
Q1 		$901K Sell
11,232
-242
-2% -$17.5K 0.39% 52
2023
Q4 		$803K Buy
11,474
+764
+7% +$47.9K 0.43% 52
2023
Q3 		$637K Hold
10,710
– – 0.37% 48
2023
Q2 		$609K Buy
10,710
+708
+7% +$38.8K 0.35% 53
2023
Q1 		$529K Buy
10,002
+2,019
+25% +$106K 0.33% 57
2022
Q4 		$398K Buy
7,983
+1,898
+31% +$95.8K 0.26% 69
2022
Q3 		$268K Sell
6,085
-328
-5% -$16.6K 0.18% 94
2022
Q2 		$303K Buy
6,413
+3
+0% +$158 0.2% 88
2022
Q1 		$355K Buy
+6,410
New +$305K 0.22% 75

Other funds holding IRM

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

One Charles Private Wealth Services's IRM Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its Iron Mountain (IRM) stake by 2.9% in Q2 2026, selling an estimated $53.6K and leaving 14,538 shares worth $1.84M. The position accounts for 0.42% of the portfolio, ranked #46.

One Charles Private Wealth Services first reported a position in IRM in Q1 2022 and has held it in 18 quarters since. 153 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • One Charles Private Wealth Services held 14,538 shares of Iron Mountain worth $1.84M as of Q2 2026.
  • One Charles Private Wealth Services sold 437 Iron Mountain shares in Q2 2026, an estimated $53.6K.
  • Iron Mountain made up 0.42% of One Charles Private Wealth Services's portfolio in Q2 2026, its #46 holding.
  • One Charles Private Wealth Services first reported a position in Iron Mountain in Q1 2022 and has held it in 18 quarters since.
  • 153 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.