Walker Asset Management
IRM icon

Walker Asset Management’s Iron Mountain IRM Stock Holding History

Walker Asset 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
Q3 		$303K Buy
2,734
+20
+0.7% +$2.4K 0.15% 118
2026
Q2 		$343K Buy
2,714
+23
+0.9% +$2.82K 0.17% 112
2026
Q1 		$275K Buy
2,691
+26
+1% +$2.59K 0.15% 118
2025
Q4 		$221K Buy
2,665
+20
+0.8% +$1.87K 0.12% 127
2025
Q3 		$270K Buy
2,645
+20
+0.8% +$1.93K 0.15% 111
2025
Q2 		$269K Buy
2,625
+26
+1% +$2.45K 0.16% 112
2025
Q1 		$224K Sell
2,599
-1,272
-33% -$123K 0.14% 126
2024
Q4 		$407K Buy
3,871
+23
+0.6% +$2.7K 0.25% 69
2024
Q3 		$457K Buy
3,848
+27
+0.7% +$2.89K 0.28% 59
2024
Q2 		$342K Buy
3,821
+31
+0.8% +$2.51K 0.23% 80
2024
Q1 		$304K Buy
3,790
+36
+1% +$2.61K 0.2% 96
2023
Q4 		$263K Buy
+3,754
New +$235K 0.19% 105

Other funds holding IRM

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Walker Asset Management's IRM Position: Q3 2026 in Review

Walker Asset Management increased its Iron Mountain (IRM) stake by 0.74% in Q3 2026, buying an estimated $2.4K and bringing the position to 2,734 shares worth $303K. The position accounts for 0.15% of the portfolio, ranked #118.

Walker Asset Management first reported a position in IRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $457K in Q3 2024. 254 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Walker Asset Management held 2,734 shares of Iron Mountain worth $303K as of Q3 2026.
  • Walker Asset Management bought 20 Iron Mountain shares in Q3 2026, an estimated $2.4K.
  • Iron Mountain made up 0.15% of Walker Asset Management's portfolio in Q3 2026, its #118 holding.
  • Walker Asset Management first reported a position in Iron Mountain in Q4 2023 and has held it in 12 quarters since.
  • Walker Asset Management's Iron Mountain position peaked at $457K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.