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Rothschild Investment LLC’s Iron Mountain IRM Stock Holding History

Rothschild Investment LLC’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 		$793K Buy
6,279
+3,402
+118% +$417K 0.03% 477
2026
Q1 		$294K Buy
2,877
+2,097
+269% +$209K 0.02% 557
2025
Q4 		$64.7K Buy
780
+104
+15% +$9.73K ﹤0.01% 950
2025
Q3 		$68.9K Buy
676
+18
+3% +$1.73K ﹤0.01% 898
2025
Q2 		$67.5K Buy
658
+18
+3% +$1.7K ﹤0.01% 721
2025
Q1 		$55.1K Sell
640
-320
-33% -$30.8K ﹤0.01% 747
2024
Q4 		$101K Sell
960
-4
-0.4% -$470 0.01% 638
2024
Q3 		$115K Buy
964
+29
+3% +$3.1K 0.01% 623
2024
Q2 		$83.8K Buy
935
+40
+4% +$3.24K 0.01% 656
2024
Q1 		$71.8K Buy
895
+15
+2% +$1.09K 0.01% 666
2023
Q4 		$61.6K Buy
+880
New +$55.2K 0.01% 626
2017
Q1 		– Sell
-17,090
Closed -$555K – 491
2016
Q4 		$555K Buy
+17,090
New +$568K 0.07% 252
2016
Q2 		– Sell
-7,966
Closed -$270K – 496
2016
Q1 		$270K Sell
7,966
-3,550
-31% -$102K 0.03% 360
2015
Q4 		$311K Buy
+11,516
New +$338K 0.04% 346
2015
Q3 		– Sell
-10,086
Closed -$313K – 505
2015
Q2 		$313K Hold
10,086
– – 0.04% 378
2015
Q1 		$368K Sell
10,086
-8,599
-46% -$332K 0.04% 348
2014
Q4 		$722K Buy
18,685
+1,255
+7% +$45.6K 0.09% 231
2014
Q3 		$569K Buy
+17,430
New +$565K 0.07% 275
2014
Q2 		– Sell
-16,273
Closed -$415K – 418
2014
Q1 		$415K Buy
+16,273
New +$416K 0.06% 298
2013
Q4 		– Sell
-11,686
Closed -$292K – 407
2013
Q3 		$292K Buy
+11,686
New +$297K 0.04% 320

Other funds holding IRM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Rothschild Investment LLC's IRM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Iron Mountain (IRM) stake by 118% in Q2 2026, buying an estimated $417K and bringing the position to 6,279 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #477.

Rothschild Investment LLC first reported a position in IRM in Q3 2013 and has held it in 20 quarters since. 601 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Rothschild Investment LLC held 6,279 shares of Iron Mountain worth $793K as of Q2 2026.
  • Rothschild Investment LLC bought 3,402 Iron Mountain shares in Q2 2026, an estimated $417K.
  • Iron Mountain made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #477 holding.
  • Rothschild Investment LLC first reported a position in Iron Mountain in Q3 2013 and has held it in 20 quarters since.
  • 601 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.