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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
Q2 		$1.14M Buy
9,041
+298
+3% +$36.5K 0.02% 560
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 $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 $3.38T AUM 44.17% 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

Callan Family Office's IRM Position: Q2 2026 in Review

Callan Family Office increased its Iron Mountain (IRM) stake by 3.4% in Q2 2026, buying an estimated $36.5K and bringing the position to 9,041 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #560.

Callan Family Office first reported a position in IRM in Q4 2024 and has held it in 6 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Callan Family Office held 9,041 shares of Iron Mountain worth $1.14M as of Q2 2026.
  • Callan Family Office bought 298 Iron Mountain shares in Q2 2026, an estimated $36.5K.
  • Iron Mountain made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #560 holding.
  • Callan Family Office first reported a position in Iron Mountain in Q4 2024 and has held it in 6 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.