Royal Fund 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
Q2
$1.95M Sell
15,471
-178
-1% -$21.8K 0.16% 146
2026
Q1
$1.6M Sell
15,649
-30,381
-66% -$3.02M 0.15% 156
2025
Q4
$3.82M Buy
46,030
+32,335
+236% +$3.03M 0.35% 91
2025
Q3
$1.4M Sell
13,695
-865
-6% -$83.3K 0.17% 138
2025
Q2
$1.49M Buy
14,560
+1,248
+9% +$118K 0.15% 163
2025
Q1
$1.15M Buy
13,312
+135
+1% +$13K 0.13% 184
2024
Q4
$1.39M Sell
13,177
-12,849
-49% -$1.51M 0.13% 159
2024
Q3
$3.1M Buy
26,026
+12,186
+88% +$1.3M 0.18% 129
2024
Q2
$1.24M Sell
13,840
-1,579
-10% -$128K 0.1% 174
2024
Q1
$1.24M Sell
15,419
-150
-1% -$10.9K 0.12% 186
2023
Q4
$1.09M Sell
15,569
-161
-1% -$10.1K 0.12% 183
2023
Q3
$935K Sell
15,730
-1,350
-8% -$82.5K 0.13% 173
2023
Q2
$970K Sell
17,080
-913
-5% -$50K 0.12% 167
2023
Q1
$952K Buy
17,993
+1,434
+9% +$75.1K 0.14% 156
2022
Q4
$825K Buy
16,559
+872
+6% +$44K 0.13% 140
2022
Q3
$689K Buy
15,687
+2,642
+20% +$133K 0.13% 130
2022
Q2
$635K Buy
13,045
+4,243
+48% +$223K 0.11% 133
2022
Q1
$487K Buy
8,802
+897
+11% +$42.7K 0.07% 146
2021
Q4
$413K Buy
7,905
+633
+9% +$29.9K 0.06% 146
2021
Q3
$315K Buy
7,272
+276
+4% +$12.4K 0.05% 154
2021
Q2
$296K Sell
6,996
-208
-3% -$8.72K 0.05% 158
2021
Q1
$266K Buy
7,204
+203
+3% +$6.79K 0.05% 158
2020
Q4
$206K Sell
7,001
-969
-12% -$26.9K 0.04% 167
2020
Q3
$213K Buy
7,970
+116
+1% +$3.3K 0.05% 155
2020
Q2
$205K Sell
7,854
-1,186
-13% -$29.9K 0.07% 139
2020
Q1
$215K Buy
9,040
+1,692
+23% +$51.2K 0.09% 136
2019
Q4
$234K Buy
7,348
+1,594
+28% +$52.3K 0.06% 137
2019
Q3
$186K Buy
5,754
+98
+2% +$3.08K 0.05% 140
2019
Q2
$177K Sell
5,656
-1,454
-20% -$47.6K 0.05% 141
2019
Q1
$252K Buy
7,110
+559
+9% +$19.7K 0.08% 112
2018
Q4
$212K Buy
6,551
+96
+1% +$3.15K 0.09% 104
2018
Q3
$222K Buy
6,455
+645
+11% +$23K 0.07% 110
2018
Q2
$203K Buy
5,810
+260
+5% +$8.78K 0.07% 113
2018
Q1
$182K Buy
5,550
+527
+10% +$17.8K 0.07% 124
2017
Q4
$189K Buy
5,023
+356
+8% +$14.1K 0.07% 123
2017
Q3
$181K Buy
4,667
+315
+7% +$11.8K 0.07% 92
2017
Q2
$149K Buy
4,352
+1,883
+76% +$65.9K 0.06% 94
2017
Q1
$88K Buy
2,469
+1,129
+84% +$40K 0.04% 118
2016
Q4
$43K Buy
+1,340
New +$44.5K 0.02% 151

Other funds holding IRM

Royal Fund Management's IRM Position: Q2 2026 in Review

Royal Fund Management reduced its Iron Mountain (IRM) stake by 1.1% in Q2 2026, selling an estimated $21.8K and leaving 15,471 shares worth $1.95M. The position accounts for 0.16% of the portfolio, ranked #146.

Royal Fund Management first reported a position in IRM in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.82M in Q4 2025. 181 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Royal Fund Management held 15,471 shares of Iron Mountain worth $1.95M as of Q2 2026.
  • Royal Fund Management sold 178 Iron Mountain shares in Q2 2026, an estimated $21.8K.
  • Iron Mountain made up 0.16% of Royal Fund Management's portfolio in Q2 2026, its #146 holding.
  • Royal Fund Management first reported a position in Iron Mountain in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's Iron Mountain position peaked at $3.82M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.