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SeaBridge Investment Advisors’s Iron Mountain IRM Stock Holding History

SeaBridge Investment Advisors’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 		$342K Hold
2,711
– – 0.05% 158
2026
Q1 		$277K Buy
+2,711
New +$270K 0.05% 165
2024
Q1 		– Sell
-18,030
Closed -$1.26M – 150
2023
Q4 		$1.26M Hold
18,030
– – 0.37% 83
2023
Q3 		$1.07M Sell
18,030
-187
-1% -$11.4K 0.35% 90
2023
Q2 		$1.04M Sell
18,217
-21,479
-54% -$1.18M 0.34% 87
2023
Q1 		$2.1M Sell
39,696
-620
-2% -$32.5K 0.73% 48
2022
Q4 		$2.01M Buy
40,316
+122
+0.3% +$6.16K 0.72% 52
2022
Q3 		$1.77M Buy
40,194
+2,153
+6% +$109K 0.62% 57
2022
Q2 		$1.85M Sell
38,041
-647
-2% -$34K 0.6% 55
2022
Q1 		$2.14M Sell
38,688
-4,336
-10% -$207K 0.64% 53
2021
Q4 		$2.25M Sell
43,024
-11,015
-20% -$521K 0.72% 49
2021
Q3 		$2.35M Sell
54,039
-531
-1% -$23.9K 0.77% 48
2021
Q2 		$2.31M Sell
54,570
-125
-0.2% -$5.24K 0.74% 51
2021
Q1 		$2.02M Sell
54,695
-31,305
-36% -$1.05M 0.67% 56
2020
Q4 		$2.54M Sell
86,000
-1,250
-1% -$34.7K 0.91% 41
2020
Q3 		$2.34M Sell
87,250
-1,310
-1% -$37.3K 0.87% 45
2020
Q2 		$2.31M Buy
88,560
+11,400
+15% +$288K 0.9% 44
2020
Q1 		$1.84M Buy
77,160
+54,150
+235% +$1.64M 0.84% 46
2019
Q4 		$733K Buy
+23,010
New +$754K 0.25% 99

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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

SeaBridge Investment Advisors's IRM Position: Q2 2026 in Review

SeaBridge Investment Advisors held its Iron Mountain (IRM) position steady in Q2 2026 at 2,711 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #158.

SeaBridge Investment Advisors first reported a position in IRM in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.54M in Q4 2020. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • SeaBridge Investment Advisors held 2,711 shares of Iron Mountain worth $342K as of Q2 2026.
  • SeaBridge Investment Advisors left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.05% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • SeaBridge Investment Advisors first reported a position in Iron Mountain in Q4 2019 and has held it in 19 quarters since.
  • SeaBridge Investment Advisors's Iron Mountain position peaked at $2.54M in Q4 2020.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.