Security National Bank’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
$158K Sell
1,254
-23
-2% -$2.82K 0.02% 169
2026
Q1
$130K Buy
1,277
+23
+2% +$2.29K 0.02% 168
2025
Q4
$104K Hold
1,254
0.01% 181
2025
Q3
$128K Sell
1,254
-409
-25% -$39.4K 0.02% 171
2025
Q2
$171K Buy
1,663
+44
+3% +$4.15K 0.03% 130
2025
Q1
$139K Hold
1,619
0.03% 140
2024
Q4
$170K Hold
1,619
0.02% 124
2024
Q3
$192K Hold
1,619
0.03% 115
2024
Q2
$145K Hold
1,619
0.02% 124
2024
Q1
$130K Hold
1,619
0.02% 126
2023
Q4
$113K Buy
+1,619
New +$102K 0.03% 136

Other funds holding IRM

Security National Bank's IRM Position: Q2 2026 in Review

Security National Bank reduced its Iron Mountain (IRM) stake by 1.8% in Q2 2026, selling an estimated $2.82K and leaving 1,254 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #169.

Security National Bank first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $192K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Security National Bank held 1,254 shares of Iron Mountain worth $158K as of Q2 2026.
  • Security National Bank sold 23 Iron Mountain shares in Q2 2026, an estimated $2.82K.
  • Iron Mountain made up 0.02% of Security National Bank's portfolio in Q2 2026, its #169 holding.
  • Security National Bank first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • Security National Bank's Iron Mountain position peaked at $192K in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.