Sawyer & Company’s Iron Mountain IRM Stock Holding History

Sawyer & Company’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	$30.3K	Sell	240 -355	-60%	-$43.5K	0.01%	131
2026 Q1	$60.8K	Hold	595	–	–	0.02%	117
2025 Q4	$49.4K	Hold	595	–	–	0.02%	123
2025 Q3	$61K	Buy	595 +355	+148%	+$34.2K	0.02%	118
2025 Q2	$30.3K	Sell	240 -355	-60%	-$33.5K	0.01%	132
2025 Q1	$51K	Hold	595	–	–	0.02%	119
2024 Q4	$63K	Sell	595 -180	-23%	-$21.1K	0.02%	116
2024 Q3	$92K	Hold	775	–	–	0.03%	113
2024 Q2	$69K	Hold	775	–	–	0.03%	115
2024 Q1	$62.2K	Hold	775	–	–	0.02%	116
2023 Q4	$54K	Sell	775 -300	-28%	-$18.8K	0.02%	119
2023 Q3	$64K	Hold	1,075	–	–	0.03%	115
2023 Q2	$61K	Hold	1,075	–	–	0.03%	118
2023 Q1	$56K	Hold	1,075	–	–	0.03%	125
2022 Q4	$54K	Hold	1,075	–	–	0.03%	128
2022 Q3	$47K	Hold	1,075	–	–	0.03%	131
2022 Q2	$52K	Sell	1,075 -825	-43%	-$43.4K	0.03%	132
2022 Q1	$105K	Hold	1,900	–	–	0.05%	113
2021 Q4	$99K	Hold	1,900	–	–	0.04%	118
2021 Q3	$83K	Buy	1,900 +300	+19%	+$13.5K	0.04%	119
2021 Q2	$68K	Hold	1,600	–	–	0.03%	121
2021 Q1	$59K	Hold	1,600	–	–	0.03%	120
2020 Q4	$47K	Sell	1,600 -1,600	-50%	-$44.4K	0.02%	122
2020 Q3	$86K	Hold	3,200	–	–	0.05%	115
2020 Q2	$84K	Hold	3,200	–	–	0.05%	115
2020 Q1	$76K	Hold	3,200	–	–	0.06%	109
2019 Q4	$102K	Hold	3,200	–	–	0.07%	112
2019 Q3	$104K	Buy	+3,200	New	+$101K	0.07%	109

Other funds holding IRM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Sawyer & Company's IRM Position: Q2 2026 in Review

Sawyer & Company reduced its Iron Mountain (IRM) stake by 60% in Q2 2026, selling an estimated $43.5K and leaving 240 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #131.

Sawyer & Company first reported a position in IRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $105K in Q1 2022. 450 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Sawyer & Company held 240 shares of Iron Mountain worth $30.3K as of Q2 2026.
Sawyer & Company sold 355 Iron Mountain shares in Q2 2026, an estimated $43.5K.
Iron Mountain made up 0.01% of Sawyer & Company's portfolio in Q2 2026, its #131 holding.
Sawyer & Company first reported a position in Iron Mountain in Q3 2019 and has held it in 28 quarters since.
Sawyer & Company's Iron Mountain position peaked at $105K in Q1 2022.
450 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.