Question 1

Does Waverly Advisors own IRM stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Waverly Advisors holds 37,733 shares of IRM (Iron Mountain), worth $4.8M.

Question 2

How many shares of IRM does Waverly Advisors own?

Accepted Answer

As of its Q2 2026 13F, Waverly Advisors holds 37,733 shares of IRM (Iron Mountain).

Question 3

What is Waverly Advisors' IRM position worth?

Accepted Answer

As of its Q2 2026 13F, Waverly Advisors' IRM position is worth $4.8M.

Question 4

Is Waverly Advisors buying or selling IRM?

Accepted Answer

In Q2 2026, Waverly Advisors increased its IRM position by 1,715 shares (+4.8%).

Question 5

When did Waverly Advisors first buy IRM?

Accepted Answer

Waverly Advisors first reported IRM in its Q3 2023 13F and has listed it in 12 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	37,733	+4.8%	$4.8M	0.0%	$125.34	28
2026-Q1	Increased	36,018	+4.6%	$3.7M	0.0%	$100.66	28
2025-Q4	Increased	34,422	+1.3%	$2.9M	0.0%	$81.09	27
2025-Q3	Increased	33,989	+11.6%	$3.5M	0.0%	$98.62	30
2025-Q2	Decreased	30,464	-2.2%	$3.1M	0.0%	$98.43	0
2025-Q1	Decreased	31,158	-0.1%	$2.7M	0.0%	$81.93	0
2024-Q4	Decreased	31,192	-2.7%	$3.3M	0.1%	$99.18	0
2024-Q3	Decreased	32,069	-3.8%	$3.8M	0.1%	$111.95	0