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TCV Trust & Wealth Management’s Iron Mountain IRM Stock Holding History

TCV Trust & Wealth Management’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 		$17.6M Sell
139,708
-1,829
-1% -$224K 1.34% 25
2026
Q1 		$14.5M Sell
141,537
-533
-0.4% -$53K 1.21% 30
2025
Q4 		$11.8M Buy
142,070
+2,606
+2% +$244K 0.95% 38
2025
Q3 		$14.2M Sell
139,464
-963
-0.7% -$92.8K 1.19% 32
2025
Q2 		$14.4M Sell
140,427
-1,842
-1% -$174K 1.26% 28
2025
Q1 		$12.2M Sell
142,269
-3,462
-2% -$334K 1.13% 33
2024
Q4 		$15.3M Sell
145,731
-6,778
-4% -$796K 1.42% 23
2024
Q3 		$18.1M Sell
152,509
-12,603
-8% -$1.35M 1.62% 16
2024
Q2 		$14.8M Sell
165,112
-2,660
-2% -$215K 1.41% 28
2024
Q1 		$13.5M Sell
167,772
-2,635
-2% -$191K 1.29% 32
2023
Q4 		$11.9M Sell
170,407
-1,915
-1% -$120K 1.2% 34
2023
Q3 		$10.2M Sell
172,322
-378
-0.2% -$23.1K 1.13% 33
2023
Q2 		$9.81M Sell
172,700
-4,749
-3% -$260K 1.04% 36
2023
Q1 		$9.39M Buy
177,449
+1,032
+0.6% +$54.1K 1.04% 36
2022
Q4 		$8.79M Buy
176,417
+5,648
+3% +$285K 1% 38
2022
Q3 		$7.51M Buy
170,769
+4,920
+3% +$248K 0.96% 41
2022
Q2 		$8.07M Buy
165,849
+3,531
+2% +$186K 0.97% 40
2022
Q1 		$8.99M Buy
162,318
+2,050
+1% +$97.6K 0.96% 39
2021
Q4 		$8.39M Buy
160,268
+1,210
+0.8% +$57.2K 0.84% 44
2021
Q3 		$6.91M Sell
159,058
-52
-0% -$2.34K 0.77% 49
2021
Q2 		$6.73M Sell
159,110
-2,103
-1% -$88.2K 0.74% 51
2021
Q1 		$5.97M Sell
161,213
-1,008
-0.6% -$33.7K 0.69% 51
2020
Q4 		$4.78M Sell
162,221
-7,688
-5% -$213K 0.58% 55
2020
Q3 		$4.55M Buy
169,909
+1,626
+1% +$46.3K 0.61% 54
2020
Q2 		$4.39M Sell
168,283
-3,723
-2% -$94K 0.62% 53
2020
Q1 		$4.09M Sell
172,006
-4,701
-3% -$142K 0.67% 49
2019
Q4 		$5.63M Sell
176,707
-5,120
-3% -$168K 0.68% 48
2019
Q3 		$5.89M Buy
181,827
+4,371
+2% +$137K 0.76% 44
2019
Q2 		$5.55M Buy
177,456
+2,718
+2% +$89.1K 0.72% 45
2019
Q1 		$6.2M Sell
174,738
-2,453
-1% -$86.6K 0.82% 41
2018
Q4 		$5.74M Buy
177,191
+1,070
+0.6% +$35.1K 0.84% 38
2018
Q3 		$6.08M Buy
176,121
+103
+0.1% +$3.67K 0.81% 41
2018
Q2 		$6.16M Buy
176,018
+3,836
+2% +$130K 0.86% 39
2018
Q1 		$5.66M Buy
172,182
+4,115
+2% +$139K 0.81% 46
2017
Q4 		$6.34M Sell
168,067
-957
-0.6% -$38K 0.89% 42
2017
Q3 		$6.58M Buy
169,024
+2,164
+1% +$80.9K 0.97% 41
2017
Q2 		$5.73M Buy
166,860
+3,605
+2% +$126K 0.87% 44
2017
Q1 		$5.82M Buy
163,255
+3,750
+2% +$133K 0.89% 44
2016
Q4 		$5.18M Buy
159,505
+9,787
+7% +$325K 0.84% 45
2016
Q3 		$5.62M Buy
149,718
+4,642
+3% +$179K 0.95% 42
2016
Q2 		$5.78M Buy
145,076
+28,210
+24% +$1.03M 1% 39
2016
Q1 		$3.96M Buy
116,866
+21,771
+23% +$625K 0.71% 51
2015
Q4 		$2.57M Buy
95,095
+4,563
+5% +$134K 0.46% 61
2015
Q3 		$2.81M Buy
90,532
+16,044
+22% +$479K 0.51% 59
2015
Q2 		$2.31M Buy
74,488
+20,174
+37% +$707K 0.38% 71
2015
Q1 		$1.98M Buy
+54,314
New +$2.1M 0.32% 82

Other funds holding IRM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

TCV Trust & Wealth Management's IRM Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Iron Mountain (IRM) stake by 1.3% in Q2 2026, selling an estimated $224K and leaving 139,708 shares worth $17.6M. The position accounts for 1.34% of the portfolio, ranked #25.

TCV Trust & Wealth Management first reported a position in IRM in Q1 2015 and has held it in 46 quarters since. The position peaked at $18.1M in Q3 2024. 450 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • TCV Trust & Wealth Management held 139,708 shares of Iron Mountain worth $17.6M as of Q2 2026.
  • TCV Trust & Wealth Management sold 1,829 Iron Mountain shares in Q2 2026, an estimated $224K.
  • Iron Mountain made up 1.34% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #25 holding.
  • TCV Trust & Wealth Management first reported a position in Iron Mountain in Q1 2015 and has held it in 46 quarters since.
  • TCV Trust & Wealth Management's Iron Mountain position peaked at $18.1M in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.