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 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Somerset Trust's IRM Position: Q2 2026 in Review

Somerset Trust reduced its Iron Mountain (IRM) stake by 4.4% in Q2 2026, selling an estimated $30.3K and leaving 5,428 shares worth $686K. The position accounts for 0.19% of the portfolio, ranked #89.

Somerset Trust first reported a position in IRM in Q3 2023 and has held it in 11 quarters since. 180 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Somerset Trust held 5,428 shares of Iron Mountain worth $686K as of Q2 2026.
Somerset Trust sold 247 Iron Mountain shares in Q2 2026, an estimated $30.3K.
Iron Mountain made up 0.19% of Somerset Trust's portfolio in Q2 2026, its #89 holding.
Somerset Trust first reported a position in Iron Mountain in Q3 2023 and has held it in 11 quarters since.
180 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.