Whittier Trust’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $186K | Buy |
1,600
+103
| +7% | +$12.6K | ﹤0.01% | 644 |
|
|
2026
Q1 | $156K | Sell |
1,497
-244
| -14% | -$24.3K | ﹤0.01% | 635 |
|
|
2025
Q4 | $148K | Sell |
1,741
-156
| -8% | -$14.6K | ﹤0.01% | 658 |
|
|
2025
Q3 | $199K | Sell |
1,897
-923
| -33% | -$88.9K | ﹤0.01% | 591 |
|
|
2025
Q2 | $289K | Sell |
2,820
-445
| -14% | -$41.9K | ﹤0.01% | 588 |
|
|
2025
Q1 | $281K | Buy |
3,265
+108
| +3% | +$10.4K | ﹤0.01% | 587 |
|
|
2024
Q4 | $332K | Buy |
3,157
+144
| +5% | +$16.9K | ﹤0.01% | 566 |
|
|
2024
Q3 | $358K | Sell |
3,013
-1,864
| -38% | -$199K | ﹤0.01% | 562 |
|
|
2024
Q2 | $437K | Buy |
4,877
+1,899
| +64% | +$154K | 0.01% | 508 |
|
|
2024
Q1 | $239K | Hold |
2,978
| – | – | ﹤0.01% | 616 |
|
|
2023
Q4 | $208K | Sell |
2,978
-250
| -8% | -$15.7K | ﹤0.01% | 637 |
|
|
2023
Q3 | $192K | Buy |
3,228
+47
| +1% | +$2.87K | ﹤0.01% | 630 |
|
|
2023
Q2 | $181K | Hold |
3,181
| – | – | ﹤0.01% | 651 |
|
|
2023
Q1 | $168K | Buy |
3,181
+258
| +9% | +$13.5K | ﹤0.01% | 694 |
|
|
2022
Q4 | $146K | Buy |
2,923
+220
| +8% | +$11.1K | ﹤0.01% | 722 |
|
|
2022
Q3 | $119K | Hold |
2,703
| – | – | ﹤0.01% | 753 |
|
|
2022
Q2 | $132K | Buy |
2,703
+1,750
| +184% | +$92.1K | ﹤0.01% | 730 |
|
|
2022
Q1 | $53K | Sell |
953
-2,100
| -69% | -$100K | ﹤0.01% | 959 |
|
|
2021
Q4 | $160K | Buy |
3,053
+2,100
| +220% | +$99.3K | ﹤0.01% | 720 |
|
|
2021
Q3 | $41K | Hold |
953
| – | – | ﹤0.01% | 980 |
|
|
2021
Q2 | $40K | Hold |
953
| – | – | ﹤0.01% | 1006 |
|
|
2021
Q1 | $35K | Hold |
953
| – | – | ﹤0.01% | 1014 |
|
|
2020
Q4 | $28K | Hold |
953
| – | – | ﹤0.01% | 966 |
|
|
2020
Q3 | $26K | Buy |
953
+525
| +123% | +$14.9K | ﹤0.01% | 951 |
|
|
2020
Q2 | $11K | Hold |
428
| – | – | ﹤0.01% | 1054 |
|
|
2020
Q1 | $10K | Hold |
428
| – | – | ﹤0.01% | 1106 |
|
|
2019
Q4 | $14K | Hold |
428
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q3 | $14K | Hold |
428
| – | – | ﹤0.01% | 1080 |
|
|
2019
Q2 | $13K | Hold |
428
| – | – | ﹤0.01% | 1033 |
|
|
2019
Q1 | $15K | Hold |
428
| – | – | ﹤0.01% | 1000 |
|
|
2018
Q4 | $14K | Hold |
428
| – | – | ﹤0.01% | 1028 |
|
|
2018
Q3 | $15K | Hold |
428
| – | – | ﹤0.01% | 994 |
|
|
2018
Q2 | $15K | Hold |
428
| – | – | ﹤0.01% | 973 |
|
|
2018
Q1 | $14K | Hold |
428
| – | – | ﹤0.01% | 993 |
|
|
2017
Q4 | $16K | Hold |
428
| – | – | ﹤0.01% | 963 |
|
|
2017
Q3 | $17K | Sell |
428
-768
| -64% | -$28.7K | ﹤0.01% | 936 |
|
|
2017
Q2 | $41K | Hold |
1,196
| – | – | ﹤0.01% | 757 |
|
|
2017
Q1 | $42K | Hold |
1,196
| – | – | ﹤0.01% | 739 |
|
|
2016
Q4 | $39K | Hold |
1,196
| – | – | ﹤0.01% | 749 |
|
|
2016
Q3 | $45K | Hold |
1,196
| – | – | ﹤0.01% | 717 |
|
|
2016
Q2 | $48K | Hold |
1,196
| – | – | ﹤0.01% | 724 |
|
|
2016
Q1 | $41K | Sell |
1,196
-326
| -21% | -$9.36K | ﹤0.01% | 748 |
|
|
2015
Q4 | $41K | Sell |
1,522
-2,481
| -62% | -$72.8K | ﹤0.01% | 753 |
|
|
2015
Q3 | $124K | Buy |
4,003
+326
| +9% | +$9.73K | 0.01% | 531 |
|
|
2015
Q2 | $114K | Buy |
3,677
+428
| +13% | +$15K | 0.01% | 574 |
|
|
2015
Q1 | $118K | Buy |
3,249
+2,144
| +194% | +$82.8K | 0.01% | 561 |
|
|
2014
Q4 | $43K | Buy |
1,105
+101
| +10% | +$3.67K | ﹤0.01% | 678 |
|
|
2014
Q3 | $33K | Buy |
1,004
+165
| +20% | +$5.35K | ﹤0.01% | 708 |
|
|
2014
Q2 | $27K | Hold |
839
| – | – | ﹤0.01% | 739 |
|
|
2014
Q1 | $21K | Hold |
839
| – | – | ﹤0.01% | 791 |
|
|
2013
Q4 | $24K | Hold |
839
| – | – | ﹤0.01% | 783 |
|
|
2013
Q3 | $21K | Buy |
839
+109
| +15% | +$2.77K | ﹤0.01% | 794 |
|
|
2013
Q2 | $18K | Buy |
+730
| New | +$23.6K | ﹤0.01% | 801 |
|
Other funds holding IRM
Whittier Trust's IRM Position: Q2 2026 in Review
Whittier Trust increased its Iron Mountain (IRM) stake by 6.9% in Q2 2026, buying an estimated $12.6K and bringing the position to 1,600 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #644.
Whittier Trust first reported a position in IRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $437K in Q2 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- Whittier Trust held 1,600 shares of Iron Mountain worth $186K as of Q2 2026.
- Whittier Trust bought 103 Iron Mountain shares in Q2 2026, an estimated $12.6K.
- Iron Mountain made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #644 holding.
- Whittier Trust first reported a position in Iron Mountain in Q2 2013 and has held it in 53 quarters since.
- Whittier Trust's Iron Mountain position peaked at $437K in Q2 2024.
- 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.