Somerset Trust’s Iron Mountain IRM Stock Holding History

Somerset Trust’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 Q3	$602K	Hold	5,428	–	–	0.17%	91
2026 Q2	$686K	Sell	5,428 -247	-4%	-$30.3K	0.19%	89
2026 Q1	$580K	Sell	5,675 -152	-3%	-$15.1K	0.18%	96
2025 Q4	$483K	Buy	5,827 +42	+0.7%	+$3.93K	0.15%	105
2025 Q3	$590K	Buy	5,785 +64	+1%	+$6.17K	0.18%	92
2025 Q2	$587K	Buy	5,721 +220	+4%	+$20.7K	0.19%	85
2025 Q1	$473K	Buy	5,501 +816	+17%	+$78.6K	0.17%	94
2024 Q4	$492K	Buy	4,685 +1,040	+29%	+$122K	0.19%	87
2024 Q3	$433K	Sell	3,645 -97	-3%	-$10.4K	0.16%	96
2024 Q2	$335K	Buy	3,742 +447	+14%	+$36.2K	0.14%	108
2024 Q1	$264K	Buy	+3,295	New	+$238K	0.11%	121
2023 Q4	–	Sell	-3,938	Closed	-$234K	–	141
2023 Q3	$234K	Buy	+3,938	New	+$241K	0.11%	130

Other funds holding IRM

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Somerset Trust's IRM Position: Q3 2026 in Review

Somerset Trust held its Iron Mountain (IRM) position steady in Q3 2026 at 5,428 shares worth $602K. The position accounts for 0.17% of the portfolio, ranked #91.

Somerset Trust first reported a position in IRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $686K in Q2 2026. 428 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Somerset Trust held 5,428 shares of Iron Mountain worth $602K as of Q3 2026.
Somerset Trust left its Iron Mountain share count unchanged in Q3 2026.
Iron Mountain made up 0.17% of Somerset Trust's portfolio in Q3 2026, its #91 holding.
Somerset Trust first reported a position in Iron Mountain in Q3 2023 and has held it in 12 quarters since.
Somerset Trust's Iron Mountain position peaked at $686K in Q2 2026.
428 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Somerset Trust's 13F filing for Q3 2026, filed 13 Oct 2026.