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
COPPSERS
SOADOR
TA
VAM
BCM
CNB
SIC
QCM
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.