Avalon Trust’s Iron Mountain IRM Stock Holding History

Avalon Trust’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	–	Sell	-700	Closed	-$71.5K	–	475
2026 Q1	$71.5K	Sell	700 -500	-42%	-$49.7K	﹤0.01%	248
2025 Q4	$99.5K	Sell	1,200 -4	-0.3%	-$374	0.01%	202
2025 Q3	$123K	Buy	+1,204	New	+$116K	0.01%	205

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Avalon Trust's IRM Position: Q2 2026 in Review

Avalon Trust sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 700 shares — an estimated $71.5K sold.

Avalon Trust first reported a position in IRM in Q3 2025 and held it in 3 quarters. The position peaked at $123K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Avalon Trust reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
Avalon Trust sold 700 Iron Mountain shares in Q2 2026, an estimated $71.5K.
Avalon Trust first reported a position in Iron Mountain in Q3 2025 and held it in 3 quarters.
Avalon Trust's Iron Mountain position peaked at $123K in Q3 2025.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.