SEI Investments’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
$88.1M Sell
697,737
-277,055
-28% -$34M 0.08% 274
2026
Q1
$99.6M Sell
974,792
-49,872
-5% -$4.96M 0.09% 228
2025
Q4
$85M Buy
1,024,664
+151,794
+17% +$14.2M 0.08% 247
2025
Q3
$89M Sell
872,870
-12,210
-1% -$1.18M 0.1% 200
2025
Q2
$90.8M Buy
885,080
+55,245
+7% +$5.21M 0.11% 198
2025
Q1
$71.4M Sell
829,835
-18,532
-2% -$1.79M 0.09% 245
2024
Q4
$89.2M Sell
848,367
-68,256
-7% -$8.02M 0.11% 178
2024
Q3
$109M Sell
916,623
-208,868
-19% -$22.3M 0.14% 144
2024
Q2
$101M Buy
1,125,491
+181,763
+19% +$14.7M 0.14% 140
2024
Q1
$75.7M Buy
943,728
+68,636
+8% +$4.97M 0.11% 196
2023
Q4
$61.2M Buy
875,092
+643,760
+278% +$40.4M 0.1% 212
2023
Q3
$13.8M Sell
231,332
-76,050
-25% -$4.65M 0.02% 690
2023
Q2
$17.5M Buy
307,382
+119,166
+63% +$6.52M 0.03% 617
2023
Q1
$9.96M Buy
188,216
+70,553
+60% +$3.7M 0.02% 844
2022
Q4
$5.87M Sell
117,663
-12,947
-10% -$654K 0.01% 978
2022
Q3
$5.74M Buy
130,610
+29,251
+29% +$1.48M 0.01% 1031
2022
Q2
$4.94M Sell
101,359
-53,444
-35% -$2.81M 0.01% 1100
2022
Q1
$8.67M Sell
154,803
-18,484
-11% -$880K 0.02% 830
2021
Q4
$9.12M Sell
173,287
-15,772
-8% -$745K 0.02% 836
2021
Q3
$8.24M Buy
189,059
+99,516
+111% +$4.48M 0.02% 842
2021
Q2
$3.8M Sell
89,543
-3,139
-3% -$132K 0.01% 1222
2021
Q1
$3.43M Buy
92,682
+34,113
+58% +$1.14M 0.01% 1210
2020
Q4
$1.73M Sell
58,569
-3,120
-5% -$86.6K ﹤0.01% 1455
2020
Q3
$1.7M Sell
61,689
-53,861
-47% -$1.53M ﹤0.01% 1368
2020
Q2
$3.06M Buy
115,550
+48,112
+71% +$1.21M 0.01% 1074
2020
Q1
$1.59M Buy
67,438
+20,505
+44% +$621K 0.01% 1250
2019
Q4
$1.51M Sell
46,933
-45,377
-49% -$1.49M ﹤0.01% 1469
2019
Q3
$3M Sell
92,310
-21,168
-19% -$665K 0.01% 1151
2019
Q2
$3.56M Sell
113,478
-2,611
-2% -$85.6K 0.01% 1071
2019
Q1
$4.12M Sell
116,089
-52,369
-31% -$1.85M 0.01% 1009
2018
Q4
$5.78M Buy
168,458
+17,770
+12% +$583K 0.02% 823
2018
Q3
$5.2M Sell
150,688
-9,771
-6% -$348K 0.02% 843
2018
Q2
$5.62M Buy
160,459
+126,452
+372% +$4.27M 0.02% 869
2018
Q1
$1.12M Sell
34,007
-13,282
-28% -$448K ﹤0.01% 1390
2017
Q4
$1.78M Buy
47,289
+21,397
+83% +$849K 0.01% 1327
2017
Q3
$1.01M Sell
25,892
-1,520
-6% -$56.8K ﹤0.01% 1453
2017
Q2
$941K Sell
27,412
-34,714
-56% -$1.21M ﹤0.01% 1448
2017
Q1
$2.22M Sell
62,126
-63,608
-51% -$2.25M 0.01% 1113
2016
Q4
$4.08M Buy
125,734
+23,924
+23% +$795K 0.02% 858
2016
Q3
$3.82M Buy
101,810
+48,792
+92% +$1.88M 0.02% 817
2016
Q2
$2.11M Buy
53,018
+15,674
+42% +$570K 0.01% 979
2016
Q1
$1.27M Buy
37,344
+9,845
+36% +$283K 0.01% 1091
2015
Q4
$743K Sell
27,499
-16,286
-37% -$478K ﹤0.01% 1271
2015
Q3
$1.36M Sell
43,785
-35,739
-45% -$1.07M 0.01% 947
2015
Q2
$2.46M Sell
79,524
-30,128
-27% -$1.06M 0.02% 674
2015
Q1
$4M Buy
109,652
+80,878
+281% +$3.12M 0.03% 523
2014
Q4
$1.11M Buy
+28,774
New +$1.05M 0.01% 907

Other funds holding IRM

SEI Investments's IRM Position: Q2 2026 in Review

SEI Investments reduced its Iron Mountain (IRM) stake by 28% in Q2 2026, selling an estimated $34M and leaving 697,737 shares worth $88.1M. The position accounts for 0.08% of the portfolio, ranked #274.

SEI Investments first reported a position in IRM in Q4 2014 and has held it in 47 quarters since. The position peaked at $109M in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • SEI Investments held 697,737 shares of Iron Mountain worth $88.1M as of Q2 2026.
  • SEI Investments sold 277,055 Iron Mountain shares in Q2 2026, an estimated $34M.
  • Iron Mountain made up 0.08% of SEI Investments's portfolio in Q2 2026, its #274 holding.
  • SEI Investments first reported a position in Iron Mountain in Q4 2014 and has held it in 47 quarters since.
  • SEI Investments's Iron Mountain position peaked at $109M in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.