REAVES W H & CO INC IRM IRON MTN INC NEW

Ownership history in REAVES W H & CO INC  ·  3 quarters on record

AI Ownership Summary

REAVES W H & CO INC reported IRON MTN INC NEW (IRM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.41% in 2026 Q2. The latest visible filing shows IRM at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REAVES W H & CO INC's position in IRON MTN INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IRM was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How REAVES W H & CO INC held IRM — position size vs. price
% of Fund (quarterly)    IRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 212,533 -1,016 -0.5% 0.41% $26.8M 2026-07-30 $124.64
2026 Q1 ADDED 213,549 +159,649 +296.2% 0.36% $21.8M 2026-05-07 $125.95
2025 Q4 INITIATED 53,900 0.08% $4.5M 2026-02-10 $97.84

FAQ About REAVES W H & CO INC and IRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has REAVES W H & CO INC reported owning IRM?

REAVES W H & CO INC reported IRM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported IRM position in REAVES W H & CO INC's portfolio?

The largest reported portfolio weight for IRM was 0.41% in 2026 Q2.

What is the latest reported IRM position on this page?

The most recent filing on this page is 2026 Q2, when REAVES W H & CO INC reported 212,533 shares, equal to 0.41% of portfolio, with an estimated market value of $26.8M.

What does the chart on this IRM ownership page compare?

The chart compares REAVES W H & CO INC's quarterly IRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to REAVES W H & CO INC Holdings