MOODY LYNN LIEBERSON & WALKER, LLC

Position in IRM — Iron Mountain Inc

CIK 938592 BOSTON, MA

Position in IRM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,792,970

+$356,371 QoQ

Shares Held

14,195

+0.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#412

of 1,151 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $2,455,428 across 2 REIT - Specialty names. IRM ranks #1 (73.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IRM	Iron Mountain Inc This page	14,195	$1,792,970
2	AMT	American Tower Corp /Ma/	4,050	$662,458

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,792,970	14,195	+0.9%	Shares	Sole	2026-07-20
2026-03-31	$1,436,599	14,065	+0.1%	Shares	Sole	2026-04-13
2025-12-31	$1,164,949	14,044	-3.6%	Shares	Sole	2026-01-15
2025-09-30	$1,485,163	14,569	+2.5%	Shares	Sole	2025-10-20
2025-06-30	$1,457,519	14,210	+4.9%	Shares	Sole	2025-07-17
2025-03-31	$1,165,411	13,545	0.0%	Shares	Sole	2025-04-28
2024-12-31	$1,423,714	13,545	+0.6%	Shares	Sole	2025-01-21
2024-09-30	$1,600,521	13,469	0.0%	Shares	Sole	2024-10-23
2024-06-30	$1,207,091	13,469	0.0%	Shares	Sole	2024-07-25
2024-03-31	$1,080,348	13,469	+0.1%	Shares	Sole	2024-04-23
2023-12-31	$941,231	13,450	+0.3%	Shares	Sole	2024-01-24
2023-09-30	$796,927	13,405	-0.2%	Shares	Sole	2023-10-24
2023-06-30	$763,376	13,435	+20.2%	Shares	Sole	2023-07-27
2023-03-31	$591,322	11,176	+1.0%	Shares	Sole	2023-05-02
2022-12-31	$551,341	11,060	-1.9%	Shares	Sole	2023-02-01
2022-09-30	$495,629	11,272	+32.8%	Shares	Sole	2022-10-26
2022-06-30	$413,329	8,489	-69.6%	Shares	Sole	2022-07-28
2022-03-31	$1,544,997	27,883	-48.4%	Shares	Sole	2022-04-27
2021-12-31	$2,829,797	54,076	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.