WAM
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Werlinich Asset Management’s Iron Mountain IRM Stock Holding History

Werlinich 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
Q2 		$6.57M Hold
51,982
– – 2.51% 10
2026
Q1 		$5.31M Buy
51,982
+75
+0.1% +$7.46K 2.58% 9
2025
Q4 		$4.33M Buy
51,907
+95
+0.2% +$8.89K 2.13% 12
2025
Q3 		$5.28M Hold
51,812
– – 2.62% 10
2025
Q2 		$5.31M Hold
51,812
– – 2.9% 9
2025
Q1 		$4.46M Buy
51,812
+125
+0.2% +$12K 2.83% 8
2024
Q4 		$5.36M Sell
51,687
-60
-0.1% -$7.05K 3.12% 8
2024
Q3 		$6.15M Hold
51,747
– – 3.57% 8
2024
Q2 		$4.62M Buy
51,747
+57
+0.1% +$4.61K 2.87% 8
2024
Q1 		$4.14M Hold
51,690
– – 2.7% 9
2023
Q4 		$3.63M Sell
51,690
-817
-2% -$51.3K 2.75% 10
2023
Q3 		$3.12M Buy
52,507
+242
+0.5% +$14.8K 2.58% 11
2023
Q2 		$2.97M Hold
52,265
– – 2.38% 13
2023
Q1 		$2.77M Sell
52,265
-125
-0.2% -$6.55K 2.43% 14
2022
Q4 		$2.61M Hold
52,390
– – 2.42% 16
2022
Q3 		$2.3M Sell
52,390
-450
-0.9% -$22.7K 2.35% 15
2022
Q2 		$2.57M Hold
52,840
– – 2.41% 13
2022
Q1 		$2.93M Hold
52,840
– – 2.23% 13
2021
Q4 		$2.77M Hold
52,840
– – 2.01% 14
2021
Q3 		$2.3M Hold
52,840
– – 1.86% 19
2021
Q2 		$2.24M Hold
52,840
– – 1.81% 19
2021
Q1 		$1.96M Buy
+52,840
New +$1.77M 1.72% 21

Other funds holding IRM

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Werlinich Asset Management's IRM Position: Q2 2026 in Review

Werlinich Asset Management held its Iron Mountain (IRM) position steady in Q2 2026 at 51,982 shares worth $6.57M. The position accounts for 2.51% of the portfolio, ranked #10.

Werlinich Asset Management first reported a position in IRM in Q1 2021 and has held it in 22 quarters since. 188 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Werlinich Asset Management held 51,982 shares of Iron Mountain worth $6.57M as of Q2 2026.
  • Werlinich Asset Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 2.51% of Werlinich Asset Management's portfolio in Q2 2026, its #10 holding.
  • Werlinich Asset Management first reported a position in Iron Mountain in Q1 2021 and has held it in 22 quarters since.
  • 188 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Werlinich Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.