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W.H. Reaves & Co’s Iron Mountain IRM Stock Holding History

W.H. Reaves & Co’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 		$26.8M Sell
212,533
-1,016
-0.5% -$125K 0.41% 46
2026
Q1 		$21.8M Buy
213,549
+159,649
+296% +$15.9M 0.36% 46
2025
Q4 		$4.47M Buy
+53,900
New +$5.04M 0.08% 60

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

W.H. Reaves & Co's IRM Position: Q2 2026 in Review

W.H. Reaves & Co reduced its Iron Mountain (IRM) stake by 0.48% in Q2 2026, selling an estimated $125K and leaving 212,533 shares worth $26.8M. The position accounts for 0.41% of the portfolio, ranked #46.

W.H. Reaves & Co first reported a position in IRM in Q4 2025 and has held it in 3 quarters since. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • W.H. Reaves & Co held 212,533 shares of Iron Mountain worth $26.8M as of Q2 2026.
  • W.H. Reaves & Co sold 1,016 Iron Mountain shares in Q2 2026, an estimated $125K.
  • Iron Mountain made up 0.41% of W.H. Reaves & Co's portfolio in Q2 2026, its #46 holding.
  • W.H. Reaves & Co first reported a position in Iron Mountain in Q4 2025 and has held it in 3 quarters since.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on W.H. Reaves & Co's 13F filing for Q2 2026, filed 30 Jul 2026.