West Branch Capital’s Iron Mountain IRM Stock Holding History

West Branch Capital’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	$34.7K	Hold	275	–	–	0.01%	159
2026 Q1	$28.1K	Hold	275	–	–	0.01%	161
2025 Q4	$22.8K	Hold	275	–	–	0.01%	182
2025 Q3	$28K	Hold	275	–	–	0.01%	178
2025 Q2	$28.2K	Hold	275	–	–	0.01%	182
2025 Q1	$23.7K	Hold	275	–	–	0.01%	207
2024 Q4	$28.9K	Hold	275	–	–	0.01%	190
2024 Q3	$32.7K	Buy	+275	New	+$29.4K	0.01%	184
2021 Q3	–	Sell	-1,400	Closed	-$59K	–	441
2021 Q2	$59K	Buy	+1,400	New	+$58.7K	0.03%	181

Other funds holding IRM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

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

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

West Branch Capital's IRM Position: Q2 2026 in Review

West Branch Capital held its Iron Mountain (IRM) position steady in Q2 2026 at 275 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #159.

West Branch Capital first reported a position in IRM in Q2 2021 and has held it in 9 quarters since. The position peaked at $59K in Q2 2021. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

West Branch Capital held 275 shares of Iron Mountain worth $34.7K as of Q2 2026.
West Branch Capital left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #159 holding.
West Branch Capital first reported a position in Iron Mountain in Q2 2021 and has held it in 9 quarters since.
West Branch Capital's Iron Mountain position peaked at $59K in Q2 2021.
295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.