Welch Group’s Iron Mountain IRM Stock Holding History

Welch Group’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	$599K	Buy	5,403 +334	+7%	+$40K	0.02%	176
2026 Q2	$640K	Hold	5,069	–	–	0.02%	166
2026 Q1	$518K	Buy	5,069 +288	+6%	+$28.6K	0.02%	175
2025 Q4	$397K	Buy	4,781 +250	+6%	+$23.4K	0.02%	205
2025 Q3	$462K	Hold	4,531	–	–	0.02%	177
2025 Q2	$465K	Hold	4,531	–	–	0.02%	164
2025 Q1	$386K	Hold	4,531	–	–	0.02%	174
2024 Q4	$470K	Hold	4,531	–	–	0.02%	155
2024 Q3	$538K	Hold	4,531	–	–	0.02%	140
2024 Q2	$406K	Hold	4,531	–	–	0.02%	159
2024 Q1	$363K	Hold	4,531	–	–	0.02%	155
2023 Q4	$317K	Hold	4,531	–	–	0.02%	168
2023 Q3	$269K	Hold	4,531	–	–	0.02%	168
2023 Q2	$257K	Hold	4,531	–	–	0.01%	175
2023 Q1	$240K	Hold	4,531	–	–	0.01%	180
2022 Q4	$226K	Buy	+4,531	New	+$229K	0.01%	189
2022 Q3	–	Sell	-4,531	Closed	-$221K	–	193
2022 Q2	$221K	Hold	4,531	–	–	0.01%	184
2022 Q1	$251K	Buy	+4,531	New	+$216K	0.01%	185

Other funds holding IRM

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Welch Group's IRM Position: Q3 2026 in Review

Welch Group increased its Iron Mountain (IRM) stake by 6.6% in Q3 2026, buying an estimated $40K and bringing the position to 5,403 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #176.

Welch Group first reported a position in IRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $640K in Q2 2026. 406 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Welch Group held 5,403 shares of Iron Mountain worth $599K as of Q3 2026.
Welch Group bought 334 Iron Mountain shares in Q3 2026, an estimated $40K.
Iron Mountain made up 0.02% of Welch Group's portfolio in Q3 2026, its #176 holding.
Welch Group first reported a position in Iron Mountain in Q1 2022 and has held it in 18 quarters since.
Welch Group's Iron Mountain position peaked at $640K in Q2 2026.
406 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.