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Caldwell Trust’s Iron Mountain IRM Stock Holding History

Caldwell 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 		$45.9K Sell
363
-362
-50% -$44.4K ﹤0.01% 505
2026
Q1 		$74.1K Hold
725
– – 0.01% 441
2025
Q4 		$60.1K Buy
+725
New +$67.9K 0.01% 459
2023
Q3 		– Sell
-350
Closed -$19.9K – 736
2023
Q2 		$19.9K Hold
350
– – ﹤0.01% 558
2023
Q1 		$18.5K Hold
350
– – ﹤0.01% 558
2022
Q4 		$17.4K Buy
+350
New +$17.7K ﹤0.01% 553

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

Caldwell Trust's IRM Position: Q2 2026 in Review

Caldwell Trust reduced its Iron Mountain (IRM) stake by 50% in Q2 2026, selling an estimated $44.4K and leaving 363 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Caldwell Trust first reported a position in IRM in Q4 2022 and has held it in 6 quarters since. The position peaked at $74.1K in Q1 2026. 1,172 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Caldwell Trust held 363 shares of Iron Mountain worth $45.9K as of Q2 2026.
  • Caldwell Trust sold 362 Iron Mountain shares in Q2 2026, an estimated $44.4K.
  • Iron Mountain made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #505 holding.
  • Caldwell Trust first reported a position in Iron Mountain in Q4 2022 and has held it in 6 quarters since.
  • Caldwell Trust's Iron Mountain position peaked at $74.1K in Q1 2026.
  • 1,172 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.