Woodstock Corp’s Iron Mountain IRM Stock Holding History

Woodstock Corp’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	$8.22M	Sell	65,102 -395	-0.6%	-$48.4K	0.68%	47
2026 Q1	$6.69M	Buy	65,497 +1,780	+3%	+$177K	0.6%	49
2025 Q4	$5.29M	Buy	63,717 +660	+1%	+$61.8K	0.45%	56
2025 Q3	$6.43M	Buy	63,057 +7,679	+14%	+$740K	0.56%	54
2025 Q2	$5.68M	Buy	55,378 +1,950	+4%	+$184K	0.52%	57
2025 Q1	$4.6M	Sell	53,428 -11,218	-17%	-$1.08M	0.45%	60
2024 Q4	$6.79M	Sell	64,646 -2,900	-4%	-$341K	0.65%	45
2024 Q3	$8.03M	Sell	67,546 -4,235	-6%	-$453K	0.77%	40
2024 Q2	$6.43M	Sell	71,781 -560	-0.8%	-$45.3K	0.65%	49
2024 Q1	$5.8M	Sell	72,341 -2,993	-4%	-$217K	0.6%	51
2023 Q4	$5.27M	Sell	75,334 -1,030	-1%	-$64.6K	0.61%	49
2023 Q3	$4.54M	Sell	76,364 -425	-0.6%	-$26K	0.57%	53
2023 Q2	$4.36M	Sell	76,789 -370	-0.5%	-$20.3K	0.51%	56
2023 Q1	$4.08M	Hold	77,159	–	–	0.52%	58
2022 Q4	$3.85M	Sell	77,159 -1,502	-2%	-$75.8K	0.51%	60
2022 Q3	$3.46M	Sell	78,661 -7,200	-8%	-$364K	0.51%	59
2022 Q2	$4.18M	Sell	85,861 -60	-0.1%	-$3.16K	0.58%	58
2022 Q1	$4.76M	Sell	85,921 -23,898	-22%	-$1.14M	0.56%	57
2021 Q4	$5.75M	Sell	109,819 -2,000	-2%	-$94.5K	0.6%	51
2021 Q3	$4.86M	Sell	111,819 -727	-0.6%	-$32.7K	0.57%	55
2021 Q2	$4.76M	Sell	112,546 -3,700	-3%	-$155K	0.56%	55
2021 Q1	$4.3M	Buy	116,246 +2,050	+2%	+$68.5K	0.55%	56
2020 Q4	$3.37M	Buy	114,196 +5,590	+5%	+$155K	0.45%	60
2020 Q3	$2.91M	Buy	108,606 +13,085	+14%	+$372K	0.47%	55
2020 Q2	$2.49M	Buy	95,521 +40,337	+73%	+$1.02M	0.43%	59
2020 Q1	$1.31M	Buy	55,184 +6,325	+13%	+$191K	0.27%	71
2019 Q4	$1.56M	Buy	48,859 +19,102	+64%	+$626K	0.25%	79
2019 Q3	$964K	Buy	29,757 +1,750	+6%	+$55K	0.17%	94
2019 Q2	$877K	Buy	28,007 +2,150	+8%	+$70.5K	0.15%	97
2019 Q1	$917K	Buy	25,857 +1,209	+5%	+$42.7K	0.16%	97
2018 Q4	$799K	Sell	24,648 -6,750	-21%	-$221K	0.16%	94
2018 Q3	$1.08M	Buy	31,398 +2,900	+10%	+$103K	0.18%	88
2018 Q2	$998K	Buy	28,498 +1,000	+4%	+$33.8K	0.18%	92
2018 Q1	$904K	Buy	27,498 +2,350	+9%	+$79.2K	0.17%	96
2017 Q4	$949K	Buy	25,148 +8,236	+49%	+$327K	0.18%	95
2017 Q3	$658K	Buy	16,912 +300	+2%	+$11.2K	0.13%	106
2017 Q2	$571K	Buy	16,612 +5,500	+49%	+$192K	0.11%	111
2017 Q1	$396K	Buy	11,112 +2,250	+25%	+$79.7K	0.08%	126
2016 Q4	$288K	Hold	8,862	–	–	0.06%	136
2016 Q3	$333K	Buy	8,862 +1,400	+19%	+$54K	0.07%	130
2016 Q2	$297K	Hold	7,462	–	–	0.06%	134
2016 Q1	$253K	Sell	7,462 -778	-9%	-$22.3K	0.05%	140
2015 Q4	$223K	Buy	8,240 +200	+2%	+$5.87K	0.05%	138
2015 Q3	$249K	Sell	8,040 -3,217	-29%	-$96K	0.06%	134
2015 Q2	$349K	Sell	11,257 -166	-1%	-$5.81K	0.07%	133
2015 Q1	$417K	Hold	11,423	–	–	0.08%	125
2014 Q4	$442K	Buy	11,423 +857	+8%	+$31.2K	0.08%	122
2014 Q3	$345K	Sell	10,566 -866	-8%	-$28.1K	0.07%	136
2014 Q2	$375K	Buy	11,432 +1,731	+18%	+$47K	0.07%	136
2014 Q1	$247K	Buy	+9,701	New	+$248K	0.05%	153
2013 Q4	–	Sell	-14,324	Closed	-$358K	–	171
2013 Q3	$358K	Sell	14,324 -4,551	-24%	-$116K	0.07%	135
2013 Q2	$464K	Buy	+18,875	New	+$609K	0.09%	121

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

Woodstock Corp's IRM Position: Q2 2026 in Review

Woodstock Corp reduced its Iron Mountain (IRM) stake by 0.6% in Q2 2026, selling an estimated $48.4K and leaving 65,102 shares worth $8.22M. The position accounts for 0.68% of the portfolio, ranked #47.

Woodstock Corp first reported a position in IRM in Q2 2013 and has held it in 52 quarters since. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Woodstock Corp held 65,102 shares of Iron Mountain worth $8.22M as of Q2 2026.
Woodstock Corp sold 395 Iron Mountain shares in Q2 2026, an estimated $48.4K.
Iron Mountain made up 0.68% of Woodstock Corp's portfolio in Q2 2026, its #47 holding.
Woodstock Corp first reported a position in Iron Mountain in Q2 2013 and has held it in 52 quarters since.
295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Woodstock Corp's 13F filing for Q2 2026, filed 13 Jul 2026.