UBV
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United Bank (Virginia)’s Iron Mountain IRM Stock Holding History

United Bank (Virginia)’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 		$17M Sell
134,721
-6,915
-5% -$848K 2% 10
2026
Q1 		$14.5M Sell
141,636
-7,378
-5% -$734K 1.85% 11
2025
Q4 		$12.4M Sell
149,014
-18,506
-11% -$1.73M 1.63% 15
2025
Q3 		$17.1M Sell
167,520
-13,489
-7% -$1.3M 2.04% 10
2025
Q2 		$18.6M Sell
181,009
-7,166
-4% -$676K 2.22% 9
2025
Q1 		$16.2M Sell
188,175
-25,913
-12% -$2.5M 2.06% 10
2024
Q4 		$22.5M Sell
214,088
-4,375
-2% -$514K 2.68% 9
2024
Q3 		$26M Sell
218,463
-2,357
-1% -$252K 3.02% 8
2024
Q2 		$19.8M Sell
220,820
-25,669
-10% -$2.08M 2.46% 10
2024
Q1 		$19.8M Sell
246,489
-41,480
-14% -$3M 2.36% 9
2023
Q4 		$20.2M Sell
287,969
-7,293
-2% -$457K 2.53% 8
2023
Q3 		$17.6M Sell
295,262
-5,745
-2% -$351K 2.31% 10
2023
Q2 		$17.1M Sell
301,007
-16,995
-5% -$930K 2.1% 15
2023
Q1 		$16.8M Sell
318,002
-17,570
-5% -$921K 2.15% 14
2022
Q4 		$16.7M Buy
335,572
+7,823
+2% +$395K 2.34% 15
2022
Q3 		$14.4M Buy
327,749
+173
+0.1% +$8.74K 2.22% 15
2022
Q2 		$16M Sell
327,576
-22,253
-6% -$1.17M 2.39% 13
2022
Q1 		$19.4M Sell
349,829
-24,244
-6% -$1.15M 2.55% 9
2021
Q4 		$19.6M Sell
374,073
-7,391
-2% -$349K 2.41% 12
2021
Q3 		$16.6M Sell
381,464
-10,236
-3% -$461K 2.22% 16
2021
Q2 		$16.6M Sell
391,700
-4,452
-1% -$187K 2.23% 12
2021
Q1 		$14.7M Sell
396,152
-8,023
-2% -$268K 2.01% 20
2020
Q4 		$11.9M Buy
404,175
+20,099
+5% +$558K 1.78% 25
2020
Q3 		$10.3M Buy
384,076
+3,363
+0.9% +$95.7K 1.8% 24
2020
Q2 		$9.94M Buy
380,713
+38,565
+11% +$974K 1.8% 24
2020
Q1 		$8.14M Buy
342,148
+9,615
+3% +$291K 1.77% 22
2019
Q4 		$10.6M Buy
332,533
+3,395
+1% +$111K 1.84% 23
2019
Q3 		$10.7M Sell
329,138
-11,678
-3% -$367K 1.95% 22
2019
Q2 		$10.7M Buy
+340,816
New +$11.2M 1.78% 24

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

United Bank (Virginia)'s IRM Position: Q2 2026 in Review

United Bank (Virginia) reduced its Iron Mountain (IRM) stake by 4.9% in Q2 2026, selling an estimated $848K and leaving 134,721 shares worth $17M. The position accounts for 2% of the portfolio, ranked #10.

United Bank (Virginia) first reported a position in IRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $26M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • United Bank (Virginia) held 134,721 shares of Iron Mountain worth $17M as of Q2 2026.
  • United Bank (Virginia) sold 6,915 Iron Mountain shares in Q2 2026, an estimated $848K.
  • Iron Mountain made up 2% of United Bank (Virginia)'s portfolio in Q2 2026, its #10 holding.
  • United Bank (Virginia) first reported a position in Iron Mountain in Q2 2019 and has held it in 29 quarters since.
  • United Bank (Virginia)'s Iron Mountain position peaked at $26M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.