CJ
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Caitlin John’s Iron Mountain IRM Stock Holding History

Caitlin John’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 		$61.6K Buy
603
+6
+1% +$597 0.04% 281
2025
Q4 		$49.5K Sell
597
-2
-0.3% -$187 0.03% 316
2025
Q3 		$61.1K Buy
+599
New +$57.7K 0.04% 239
2025
Q1 		– Sell
-585
Closed -$61.5K – 450
2024
Q4 		$61.5K Sell
585
-20
-3% -$2.35K 0.04% 210
2024
Q3 		$70.2K Buy
605
+7
+1% +$749 0.04% 204
2024
Q2 		$53.6K Buy
598
+5
+0.8% +$405 0.04% 236
2024
Q1 		$47.6K Sell
593
-92
-13% -$6.66K 0.04% 244
2023
Q4 		$48.4K Buy
+685
New +$43K 0.04% 222

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

Caitlin John's IRM Position: Q1 2026 in Review

Caitlin John increased its Iron Mountain (IRM) stake by 1% in Q1 2026, buying an estimated $597 and bringing the position to 603 shares worth $61.6K. The position accounts for 0.04% of the portfolio, ranked #281.

Caitlin John first reported a position in IRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $70.2K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Caitlin John held 603 shares of Iron Mountain worth $61.6K as of Q1 2026.
  • Caitlin John bought 6 Iron Mountain shares in Q1 2026, an estimated $597.
  • Iron Mountain made up 0.04% of Caitlin John's portfolio in Q1 2026, its #281 holding.
  • Caitlin John first reported a position in Iron Mountain in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Iron Mountain position peaked at $70.2K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.