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
Q2 		$75.3K Sell
595
-8
-1% -$981 0.04% 302
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 $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

Caitlin John's IRM Position: Q2 2026 in Review

Caitlin John reduced its Iron Mountain (IRM) stake by 1.3% in Q2 2026, selling an estimated $981 and leaving 595 shares worth $75.3K. The position accounts for 0.04% of the portfolio, ranked #302.

Caitlin John first reported a position in IRM in Q4 2023 and has held it in 9 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Caitlin John held 595 shares of Iron Mountain worth $75.3K as of Q2 2026.
  • Caitlin John sold 8 Iron Mountain shares in Q2 2026, an estimated $981.
  • Iron Mountain made up 0.04% of Caitlin John's portfolio in Q2 2026, its #302 holding.
  • Caitlin John first reported a position in Iron Mountain in Q4 2023 and has held it in 9 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.