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Thompson Siegel & Walmsley’s Iron Mountain IRM Stock Holding History

Thompson Siegel & Walmsley’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 		$7.72M Sell
61,100
-1,000
-2% -$123K 0.14% 175
2026
Q1 		$6.34M Buy
62,100
+15,800
+34% +$1.57M 0.11% 186
2025
Q4 		$3.84M Sell
46,300
-40,100
-46% -$3.75M 0.06% 243
2025
Q3 		$8.81M Buy
86,400
+20,200
+31% +$1.95M 0.14% 146
2025
Q2 		$6.79M Buy
+66,200
New +$6.24M 0.11% 174
2020
Q2 		– Sell
-1
Closed – – 680
2020
Q1 		$0 Hold
1
– – ﹤0.01% 713
2019
Q4 		$0 Sell
1
-400
-100% -$13.1K ﹤0.01% 832
2019
Q3 		$13K Sell
401
-3
-0.7% -$94 ﹤0.01% 621
2019
Q2 		$13K Sell
404
-1,084
-73% -$35.5K ﹤0.01% 628
2019
Q1 		$53K Sell
1,488
-1,989,525
-100% -$70.3M ﹤0.01% 499
2018
Q4 		$64.5M Buy
1,991,013
+110,451
+6% +$3.62M 1.01% 36
2018
Q3 		$64.9M Buy
1,880,562
+92,610
+5% +$3.3M 0.83% 53
2018
Q2 		$62.6M Buy
1,787,952
+319,006
+22% +$10.8M 0.81% 50
2018
Q1 		$48.3M Buy
1,468,946
+622,287
+73% +$21M 0.59% 55
2017
Q4 		$31.9M Sell
846,659
-103,222
-11% -$4.1M 0.38% 76
2017
Q3 		$37M Buy
949,881
+236,026
+33% +$8.82M 0.44% 70
2017
Q2 		$24.5M Buy
713,855
+136,968
+24% +$4.79M 0.29% 92
2017
Q1 		$20.6M Sell
576,887
-152,070
-21% -$5.38M 0.24% 120
2016
Q4 		$23.7M Buy
728,957
+41,732
+6% +$1.39M 0.31% 99
2016
Q3 		$25.8M Buy
687,225
+92,538
+16% +$3.57M 0.4% 83
2016
Q2 		$23.7M Sell
594,687
-160,295
-21% -$5.83M 0.37% 90
2016
Q1 		$25.6M Sell
754,982
-4,913
-0.6% -$141K 0.42% 88
2015
Q4 		$20.5M Buy
759,895
+127,476
+20% +$3.74M 0.37% 95
2015
Q3 		$19.6M Buy
632,419
+24,349
+4% +$727K 0.37% 96
2015
Q2 		$18.9M Sell
608,070
-140,017
-19% -$4.9M 0.33% 116
2015
Q1 		$27.3M Buy
748,087
+200,226
+37% +$7.73M 0.47% 69
2014
Q4 		$21.2M Buy
547,861
+527,611
+2,605% +$19.2M 0.4% 83
2014
Q3 		$661K Sell
20,250
-3,770
-16% -$122K 0.01% 299
2014
Q2 		$787K Buy
+24,020
New +$652K 0.02% 296

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Thompson Siegel & Walmsley's IRM Position: Q2 2026 in Review

Thompson Siegel & Walmsley reduced its Iron Mountain (IRM) stake by 1.6% in Q2 2026, selling an estimated $123K and leaving 61,100 shares worth $7.72M. The position accounts for 0.14% of the portfolio, ranked #175.

Thompson Siegel & Walmsley first reported a position in IRM in Q2 2014 and has held it in 29 quarters since. The position peaked at $64.9M in Q3 2018. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Thompson Siegel & Walmsley held 61,100 shares of Iron Mountain worth $7.72M as of Q2 2026.
  • Thompson Siegel & Walmsley sold 1,000 Iron Mountain shares in Q2 2026, an estimated $123K.
  • Iron Mountain made up 0.14% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #175 holding.
  • Thompson Siegel & Walmsley first reported a position in Iron Mountain in Q2 2014 and has held it in 29 quarters since.
  • Thompson Siegel & Walmsley's Iron Mountain position peaked at $64.9M in Q3 2018.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.