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Welch & Forbes’s Iron Mountain IRM Stock Holding History

Welch & Forbes’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 		$80.8M Sell
639,322
-12,746
-2% -$1.56M 0.98% 30
2026
Q1 		$66.6M Sell
652,068
-4,296
-0.7% -$427K 0.86% 33
2025
Q4 		$54.4M Sell
656,364
-2,628
-0.4% -$246K 0.66% 44
2025
Q3 		$67.2M Sell
658,992
-9,946
-1% -$958K 0.81% 36
2025
Q2 		$68.6M Sell
668,938
-5,104
-0.8% -$481K 0.86% 37
2025
Q1 		$58M Sell
674,042
-5,720
-0.8% -$551K 0.76% 42
2024
Q4 		$71.4M Sell
679,762
-7,707
-1% -$906K 0.92% 34
2024
Q3 		$81.7M Sell
687,469
-24,416
-3% -$2.61M 1.04% 31
2024
Q2 		$66M Sell
711,885
-15,756
-2% -$1.28M 0.88% 33
2024
Q1 		$58.4M Sell
727,641
-3,937
-0.5% -$285K 0.8% 39
2023
Q4 		$51.2M Sell
731,578
-6,116
-0.8% -$384K 0.77% 41
2023
Q3 		$43.9M Sell
737,694
-6,830
-0.9% -$417K 0.73% 44
2023
Q2 		$42.3M Sell
744,524
-161
-0% -$8.81K 0.67% 46
2023
Q1 		$39.4M Sell
744,685
-5,460
-0.7% -$286K 0.67% 44
2022
Q4 		$37.4M Buy
750,145
+12,087
+2% +$610K 0.67% 45
2022
Q3 		$32.5M Sell
738,058
-991
-0.1% -$50K 0.63% 45
2022
Q2 		$36M Sell
739,049
-7,997
-1% -$421K 0.66% 47
2022
Q1 		$41.4M Buy
747,046
+27,237
+4% +$1.3M 0.65% 46
2021
Q4 		$37.7M Sell
719,809
-2,517
-0.3% -$119K 0.56% 49
2021
Q3 		$31.4M Buy
722,326
+2,843
+0.4% +$128K 0.52% 51
2021
Q2 		$30.4M Sell
719,483
-416
-0.1% -$17.4K 0.51% 54
2021
Q1 		$26.6M Buy
719,899
+307
+0% +$10.3K 0.49% 55
2020
Q4 		$21.2M Buy
719,592
+8,261
+1% +$229K 0.42% 67
2020
Q3 		$19.1M Sell
711,331
-9,270
-1% -$264K 0.41% 65
2020
Q2 		$18.8M Sell
720,601
-176,282
-20% -$4.45M 0.44% 63
2020
Q1 		$21.3M Sell
896,883
-73,582
-8% -$2.23M 0.6% 51
2019
Q4 		$30.9M Buy
970,465
+23,753
+3% +$779K 0.69% 48
2019
Q3 		$30.7M Sell
946,712
-61
-0% -$1.92K 0.73% 45
2019
Q2 		$29.6M Sell
946,773
-32,126
-3% -$1.05M 0.72% 45
2019
Q1 		$34.7M Sell
978,899
-3,864
-0.4% -$136K 0.87% 38
2018
Q4 		$31.9M Sell
982,763
-19,887
-2% -$652K 0.9% 39
2018
Q3 		$34.6M Sell
1,002,650
-5,754
-0.6% -$205K 0.83% 41
2018
Q2 		$35.3M Sell
1,008,404
-22,092
-2% -$746K 0.91% 38
2018
Q1 		$33.9M Sell
1,030,496
-9,400
-0.9% -$317K 0.87% 39
2017
Q4 		$39.2M Sell
1,039,896
-50,236
-5% -$1.99M 1.05% 32
2017
Q3 		$42.4M Sell
1,090,132
-12,821
-1% -$479K 1.12% 26
2017
Q2 		$37.9M Sell
1,102,953
-19,404
-2% -$679K 1.06% 29
2017
Q1 		$40M Sell
1,122,357
-40,232
-3% -$1.42M 1.15% 26
2016
Q4 		$37.8M Sell
1,162,589
-7,070
-0.6% -$235K 1.13% 26
2016
Q3 		$43.9M Sell
1,169,659
-37,441
-3% -$1.44M 1.52% 19
2016
Q2 		$48.1M Sell
1,207,100
-27,267
-2% -$992K 1.47% 18
2016
Q1 		$41.9M Sell
1,234,367
-41,459
-3% -$1.19M 1.3% 24
2015
Q4 		$34.5M Buy
1,275,826
+5,481
+0.4% +$161K 1.11% 25
2015
Q3 		$39.4M Sell
1,270,345
-916
-0.1% -$27.3K 1.32% 21
2015
Q2 		$39.4M Sell
1,271,261
-61,494
-5% -$2.15M 1.23% 23
2015
Q1 		$48.6M Sell
1,332,755
-11,876
-0.9% -$459K 1.46% 17
2014
Q4 		$52M Buy
1,344,631
+96,049
+8% +$3.49M 1.53% 14
2014
Q3 		$40.8M Sell
1,248,582
-95,080
-7% -$3.08M 1.24% 22
2014
Q2 		$44M Sell
1,343,662
-26,639
-2% -$723K 1.39% 18
2014
Q1 		$34.9M Buy
1,370,301
+1,524
+0.1% +$39K 1.11% 32
2013
Q4 		$38.4M Buy
1,368,777
+24,107
+2% +$618K 1.22% 26
2013
Q3 		$33.6M Buy
1,344,670
+146,327
+12% +$3.72M 1.13% 30
2013
Q2 		$29.5M Buy
+1,198,343
New +$38.7M 1.05% 34

Other funds holding IRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Welch & Forbes's IRM Position: Q2 2026 in Review

Welch & Forbes reduced its Iron Mountain (IRM) stake by 2% in Q2 2026, selling an estimated $1.56M and leaving 639,322 shares worth $80.8M. The position accounts for 0.98% of the portfolio, ranked #30.

Welch & Forbes first reported a position in IRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $81.7M in Q3 2024. 427 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Welch & Forbes held 639,322 shares of Iron Mountain worth $80.8M as of Q2 2026.
  • Welch & Forbes sold 12,746 Iron Mountain shares in Q2 2026, an estimated $1.56M.
  • Iron Mountain made up 0.98% of Welch & Forbes's portfolio in Q2 2026, its #30 holding.
  • Welch & Forbes first reported a position in Iron Mountain in Q2 2013 and has held it in 53 quarters since.
  • Welch & Forbes's Iron Mountain position peaked at $81.7M in Q3 2024.
  • 427 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.