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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avalon Trust's IRM Position: Q1 2026 in Review

Avalon Trust reduced its Iron Mountain (IRM) stake by 42% in Q1 2026, selling an estimated $49.7K and leaving 700 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Avalon Trust first reported a position in IRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $123K in Q3 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Avalon Trust held 700 shares of Iron Mountain worth $71.5K as of Q1 2026.
  • Avalon Trust sold 500 Iron Mountain shares in Q1 2026, an estimated $49.7K.
  • Iron Mountain made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #248 holding.
  • Avalon Trust first reported a position in Iron Mountain in Q3 2025 and has held it in 3 quarters since.
  • Avalon Trust's Iron Mountain position peaked at $123K in Q3 2025.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.