CT
IRM icon

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
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 $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

Caldwell Trust's IRM Position: Q1 2026 in Review

Caldwell Trust held its Iron Mountain (IRM) position steady in Q1 2026 at 725 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #441.

Caldwell Trust first reported a position in IRM in Q4 2022 and has held it in 5 quarters since. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Caldwell Trust held 725 shares of Iron Mountain worth $74.1K as of Q1 2026.
  • Caldwell Trust left its Iron Mountain share count unchanged in Q1 2026.
  • Iron Mountain made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #441 holding.
  • Caldwell Trust first reported a position in Iron Mountain in Q4 2022 and has held it in 5 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.