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Callan Family Office’s Iron Mountain IRM Stock Holding History

Callan Family Office’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 		$893K Buy
8,743
+121
+1% +$12K 0.02% 594
2025
Q4 		$715K Buy
8,622
+2,556
+42% +$239K 0.02% 655
2025
Q3 		$618K Sell
6,066
-1,509
-20% -$145K 0.02% 481
2025
Q2 		$777K Buy
+7,575
New +$714K 0.02% 456
2025
Q1 		– Sell
-3,461
Closed -$364K – 599
2024
Q4 		$364K Buy
+3,461
New +$407K 0.02% 436

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

Callan Family Office's IRM Position: Q1 2026 in Review

Callan Family Office increased its Iron Mountain (IRM) stake by 1.4% in Q1 2026, buying an estimated $12K and bringing the position to 8,743 shares worth $893K. The position accounts for 0.02% of the portfolio, ranked #594.

Callan Family Office first reported a position in IRM in Q4 2024 and has held it in 5 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Callan Family Office held 8,743 shares of Iron Mountain worth $893K as of Q1 2026.
  • Callan Family Office bought 121 Iron Mountain shares in Q1 2026, an estimated $12K.
  • Iron Mountain made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #594 holding.
  • Callan Family Office first reported a position in Iron Mountain in Q4 2024 and has held it in 5 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.