Rockefeller Capital Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.7M | Sell |
389,140
-14,852
| -4% | -$1.48M | 0.07% | 265 |
|
|
2025
Q4 | $33.6M | Sell |
403,992
-3,463
| -0.8% | -$324K | 0.06% | 306 |
|
|
2025
Q3 | $41.6M | Buy |
407,455
+28,566
| +8% | +$2.75M | 0.08% | 223 |
|
|
2025
Q2 | $43.9M | Sell |
378,889
-48,676
| -11% | -$4.59M | 0.1% | 206 |
|
|
2025
Q1 | $36.9M | Buy |
427,565
+114,692
| +37% | +$11.1M | 0.09% | 217 |
|
|
2024
Q4 | $32.9M | Sell |
312,873
-267,946
| -46% | -$31.5M | 0.09% | 226 |
|
|
2024
Q3 | $69M | Sell |
580,819
-182,825
| -24% | -$19.6M | 0.19% | 121 |
|
|
2024
Q2 | $68.4M | Buy |
763,644
+101,427
| +15% | +$8.21M | 0.19% | 124 |
|
|
2024
Q1 | $53.1M | Sell |
662,217
-119,634
| -15% | -$8.66M | 0.16% | 138 |
|
|
2023
Q4 | $54.7M | Sell |
781,851
-53,706
| -6% | -$3.37M | 0.18% | 129 |
|
|
2023
Q3 | $49.7M | Sell |
835,557
-61,378
| -7% | -$3.75M | 0.19% | 126 |
|
|
2023
Q2 | $51M | Sell |
896,935
-96,131
| -10% | -$5.26M | 0.2% | 123 |
|
|
2023
Q1 | $52.5M | Buy |
993,066
+410,773
| +71% | +$21.5M | 0.23% | 110 |
|
|
2022
Q4 | $29M | Sell |
582,293
-499,298
| -46% | -$25.2M | 0.15% | 161 |
|
|
2022
Q3 | $47.6M | Sell |
1,081,591
-2,683
| -0.2% | -$135K | 0.25% | 92 |
|
|
2022
Q2 | $52.8M | Sell |
1,084,274
-28,819
| -3% | -$1.52M | 0.28% | 81 |
|
|
2022
Q1 | $61.7M | Sell |
1,113,093
-40,779
| -4% | -$1.94M | 0.3% | 77 |
|
|
2021
Q4 | $60.4M | Buy |
1,153,872
+409,697
| +55% | +$19.4M | 0.28% | 80 |
|
|
2021
Q3 | $32.3M | Buy |
744,175
+21,724
| +3% | +$978K | 0.17% | 143 |
|
|
2021
Q2 | $30.6M | Sell |
722,451
-20,242
| -3% | -$849K | 0.17% | 143 |
|
|
2021
Q1 | $27.5M | Buy |
742,693
+31,013
| +4% | +$1.04M | 0.19% | 128 |
|
|
2020
Q4 | $21M | Buy |
711,680
+103,642
| +17% | +$2.88M | 0.16% | 148 |
|
|
2020
Q3 | $16.3M | Sell |
608,038
-17,176
| -3% | -$489K | 0.15% | 147 |
|
|
2020
Q2 | $16.3M | Buy |
625,214
+15,520
| +3% | +$392K | 0.17% | 136 |
|
|
2020
Q1 | $14.5M | Buy |
609,694
+37,582
| +7% | +$1.14M | 0.19% | 117 |
|
|
2019
Q4 | $18.2M | Buy |
572,112
+20,964
| +4% | +$687K | 0.23% | 99 |
|
|
2019
Q3 | $17.9M | Buy |
551,148
+5,780
| +1% | +$182K | 0.24% | 94 |
|
|
2019
Q2 | $17.1M | Sell |
545,368
-10,711
| -2% | -$351K | 0.24% | 93 |
|
|
2019
Q1 | $19.7M | Sell |
556,079
-1,472
| -0.3% | -$52K | 0.28% | 82 |
|
|
2018
Q4 | $18.1M | Sell |
557,551
-11,374
| -2% | -$373K | 0.32% | 79 |
|
|
2018
Q3 | $19.6M | Sell |
568,925
-11,020
| -2% | -$393K | 0.3% | 85 |
|
|
2018
Q2 | $20.3M | Buy |
579,945
+25,876
| +5% | +$874K | 0.33% | 72 |
|
|
2018
Q1 | $18.2M | Buy |
+554,069
| New | +$18.7M | 0.3% | 86 |
|
Other funds holding IRM
VPM
VCM
Rockefeller Capital Management's IRM Position: Q1 2026 in Review
Rockefeller Capital Management reduced its Iron Mountain (IRM) stake by 3.7% in Q1 2026, selling an estimated $1.48M and leaving 389,140 shares worth $39.7M. The position accounts for 0.07% of the portfolio, ranked #265.
Rockefeller Capital Management first reported a position in IRM in Q1 2018 and has held it in 33 quarters since. The position peaked at $69M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.
- Rockefeller Capital Management held 389,140 shares of Iron Mountain worth $39.7M as of Q1 2026.
- Rockefeller Capital Management sold 14,852 Iron Mountain shares in Q1 2026, an estimated $1.48M.
- Iron Mountain made up 0.07% of Rockefeller Capital Management's portfolio in Q1 2026, its #265 holding.
- Rockefeller Capital Management first reported a position in Iron Mountain in Q1 2018 and has held it in 33 quarters since.
- Rockefeller Capital Management's Iron Mountain position peaked at $69M in Q3 2024.
- 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.
Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.