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Blue Trust Inc’s Iron Mountain IRM Stock Holding History

Blue Trust Inc’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 		$48.6K Sell
385
-90
-19% -$11K ﹤0.01% 1364
2026
Q1 		$48.5K Sell
475
-457
-49% -$45.5K ﹤0.01% 1339
2025
Q4 		$77.3K Sell
932
-767
-45% -$71.8K ﹤0.01% 1181
2025
Q3 		$173K Buy
1,699
+645
+61% +$62.1K ﹤0.01% 859
2025
Q2 		$108K Buy
1,054
+37
+4% +$3.49K ﹤0.01% 1016
2025
Q1 		$87.5K Buy
1,017
+618
+155% +$59.6K ﹤0.01% 1055
2024
Q4 		$42K Sell
399
-1,739
-81% -$204K ﹤0.01% 1411
2024
Q3 		$192K Buy
2,138
+1,256
+142% +$134K ﹤0.01% 872
2024
Q2 		$70.7K Buy
882
+125
+17% +$10.1K ﹤0.01% 1112
2024
Q1 		$60.7K Buy
757
+395
+109% +$28.6K ﹤0.01% 854
2023
Q4 		$21K Buy
362
+242
+202% +$15.2K ﹤0.01% 1261
2023
Q3 		$6K Buy
120
+24
+25% +$1.47K ﹤0.01% 1583
2023
Q2 		$5K Sell
96
-239
-71% -$13.1K ﹤0.01% 1532
2023
Q1 		$17K Sell
335
-1,494
-82% -$78.3K ﹤0.01% 1427
2022
Q4 		$80K Buy
1,829
+132
+8% +$6.66K ﹤0.01% 740
2022
Q3 		$83K Buy
1,697
+1,523
+875% +$76.9K ﹤0.01% 597
2022
Q2 		$10K Buy
+174
New +$9.16K ﹤0.01% 1205

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Blue Trust Inc's IRM Position: Q2 2026 in Review

Blue Trust Inc reduced its Iron Mountain (IRM) stake by 19% in Q2 2026, selling an estimated $11K and leaving 385 shares worth $48.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Blue Trust Inc first reported a position in IRM in Q2 2022 and has held it in 17 quarters since. The position peaked at $192K in Q3 2024. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Blue Trust Inc held 385 shares of Iron Mountain worth $48.6K as of Q2 2026.
  • Blue Trust Inc sold 90 Iron Mountain shares in Q2 2026, an estimated $11K.
  • Iron Mountain made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1364 holding.
  • Blue Trust Inc first reported a position in Iron Mountain in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Iron Mountain position peaked at $192K in Q3 2024.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.