UBS Group’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
$116M Buy
915,101
+113,671
+14% +$13.9M 0.01% 1023
2026
Q1
$81.9M Buy
801,430
+5,522
+0.7% +$549K 0.01% 1207
2025
Q4
$66M Sell
795,908
-640,393
-45% -$59.9M 0.01% 1352
2025
Q3
$146M Sell
1,436,301
-363,926
-20% -$35.1M 0.02% 763
2025
Q2
$185M Buy
1,800,227
+654,941
+57% +$61.7M 0.03% 573
2025
Q1
$98.5M Buy
1,145,286
+242,022
+27% +$23.3M 0.02% 939
2024
Q4
$94.9M Sell
903,264
-157,870
-15% -$18.5M 0.02% 956
2024
Q3
$126M Buy
1,061,134
+413,042
+64% +$44.2M 0.03% 618
2024
Q2
$58.1M Sell
648,092
-352,805
-35% -$28.6M 0.01% 934
2024
Q1
$80.3M Buy
1,000,897
+176,652
+21% +$12.8M 0.02% 759
2023
Q4
$57.7M Sell
824,245
-68,203
-8% -$4.28M 0.02% 895
2023
Q3
$53.1M Buy
892,448
+30,140
+3% +$1.84M 0.02% 808
2023
Q2
$49M Buy
862,308
+257,544
+43% +$14.1M 0.02% 835
2023
Q1
$32M Sell
604,764
-193,732
-24% -$10.2M 0.01% 1047
2022
Q4
$39.8M Buy
798,496
+230,675
+41% +$11.6M 0.01% 939
2022
Q3
$25M Sell
567,821
-32,566
-5% -$1.64M 0.01% 1123
2022
Q2
$29.2M Sell
600,387
-109,925
-15% -$5.78M 0.01% 1076
2022
Q1
$39.4M Buy
710,312
+119,844
+20% +$5.71M 0.01% 985
2021
Q4
$30.9M Sell
590,468
-40,968
-6% -$1.94M 0.01% 1268
2021
Q3
$27.4M Buy
631,436
+90,428
+17% +$4.07M 0.01% 1255
2021
Q2
$22.9M Buy
541,008
+83,059
+18% +$3.48M 0.01% 1392
2021
Q1
$16.9M Sell
457,949
-19,363
-4% -$647K 0.01% 1554
2020
Q4
$14.1M Sell
477,312
-19,366
-4% -$537K ﹤0.01% 1591
2020
Q3
$13.3M Buy
496,678
+69,561
+16% +$1.98M 0.01% 1450
2020
Q2
$11.1M Sell
427,117
-24,382
-5% -$616K ﹤0.01% 1422
2020
Q1
$10.7M Sell
451,499
-398,523
-47% -$12.1M 0.01% 1355
2019
Q4
$27.1M Buy
850,022
+440,111
+107% +$14.4M 0.01% 1156
2019
Q3
$13.3M Buy
409,911
+160,758
+65% +$5.05M 0.01% 1544
2019
Q2
$7.8M Sell
249,153
-149,293
-37% -$4.89M ﹤0.01% 1958
2019
Q1
$14.1M Buy
398,446
+206,053
+107% +$7.28M 0.01% 1403
2018
Q4
$6.24M Sell
192,393
-123,437
-39% -$4.05M ﹤0.01% 1966
2018
Q3
$10.9M Buy
315,830
+78,291
+33% +$2.79M ﹤0.01% 1704
2018
Q2
$8.32M Sell
237,539
-719
-0.3% -$24.3K ﹤0.01% 1896
2018
Q1
$7.83M Sell
238,258
-120,657
-34% -$4.07M ﹤0.01% 1912
2017
Q4
$13.5M Buy
358,915
+77,030
+27% +$3.06M 0.01% 1491
2017
Q3
$11M Buy
281,885
+207,325
+278% +$7.75M 0.01% 1550
2017
Q2
$2.56M Sell
74,560
-62,294
-46% -$2.18M ﹤0.01% 2775
2017
Q1
$4.88M Buy
136,854
+102,120
+294% +$3.62M ﹤0.01% 2106
2016
Q4
$1.13M Sell
34,734
-22,542
-39% -$749K ﹤0.01% 3446
2016
Q3
$2.15M Sell
57,276
-14,299
-20% -$552K ﹤0.01% 2769
2016
Q2
$2.85M Buy
71,575
+15,139
+27% +$551K ﹤0.01% 2475
2016
Q1
$1.91M Sell
56,436
-3,427
-6% -$98.4K ﹤0.01% 2709
2015
Q4
$1.62M Sell
59,863
-22,047
-27% -$647K ﹤0.01% 3007
2015
Q3
$2.54M Sell
81,910
-60,246
-42% -$1.8M ﹤0.01% 2526
2015
Q2
$4.41M Sell
142,156
-136,441
-49% -$4.78M ﹤0.01% 2205
2015
Q1
$10.2M Sell
278,597
-43,238
-13% -$1.67M 0.01% 1468
2014
Q4
$12.4M Buy
+321,835
New +$11.7M 0.01% 1339

Other funds holding IRM

UBS Group's IRM Position: Q2 2026 in Review

UBS Group increased its Iron Mountain (IRM) stake by 14% in Q2 2026, buying an estimated $13.9M and bringing the position to 915,101 shares worth $116M. The position accounts for 0.01% of the portfolio, ranked #1023.

UBS Group first reported a position in IRM in Q4 2014 and has held it in 47 quarters since. The position peaked at $185M in Q2 2025. 1,166 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • UBS Group held 915,101 shares of Iron Mountain worth $116M as of Q2 2026.
  • UBS Group bought 113,671 Iron Mountain shares in Q2 2026, an estimated $13.9M.
  • Iron Mountain made up 0.01% of UBS Group's portfolio in Q2 2026, its #1023 holding.
  • UBS Group first reported a position in Iron Mountain in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Iron Mountain position peaked at $185M in Q2 2025.
  • 1,166 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.