IRM β€” IRON MOUNTAIN INC

Ownership history in UNITED BANK  Β·  26 quarters on record

AI Ownership Summary

UNITED BANK reported IRON MOUNTAIN INC (IRM) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.02% in 2024 Q3. The latest visible filing shows IRM at 1.63% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UNITED BANK's position in IRON MOUNTAIN INC, 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
2025 Q4

IRM was reported at 1.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.02% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 UNITED BANK held IRM β€” position size vs. price
% of Fund (quarterly)    IRM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 149,014 -18,506 -11.0% 1.63% $12.4M 2026-02-14 (Est.) $108.94
2025 Q3 REDUCED 167,520 -13,489 -7.5% 2.04% $17.1M 2025-11-07 $102.21
2025 Q2 REDUCED 181,009 -7,166 -3.8% 2.22% $18.6M 2025-07-18 $97.04
2025 Q1 REDUCED 188,175 -30,288 -13.9% 2.06% $16.2M 2025-05-14 $93.85
2024 Q3 REDUCED 218,463 -2,357 -1.1% 3.02% $26.0M 2024-11-15 $109.28
2024 Q2 REDUCED 220,820 -25,669 -10.4% 2.46% $19.8M 2024-08-14 $102.76
2024 Q1 REDUCED 246,489 -41,480 -14.4% 2.36% $19.8M 2024-05-13 $73.57
2023 Q4 REDUCED 287,969 -7,293 -2.5% 2.53% $20.2M 2024-02-07 $63.13
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IRM

As of 2026 Q1 β€” sorted by position size

Pensionfund PDN 3Y 7Y 2.51% Pensionfund Sabic 3Y 7Y 2.5%

FAQ About UNITED BANK and IRM

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

How long has UNITED BANK reported owning IRM?

UNITED BANK reported IRM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IRM position in UNITED BANK's portfolio?

The largest reported portfolio weight for IRM was 3.02% in 2024 Q3.

What is the latest reported IRM position on this page?

The most recent filing on this page is 2025 Q4, when UNITED BANK reported 149,014 shares, equal to 1.63% of portfolio, with an estimated market value of $12.4M.

What does the chart on this IRM ownership page compare?

The chart compares UNITED BANK'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.

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