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Canandaigua National Bank & Trust’s Iron Mountain IRM Stock Holding History

Canandaigua National Bank & 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
2025
Q2 		– Sell
-2,700
Closed -$232K – 315
2025
Q1 		$232K Buy
2,700
+550
+26% +$53K 0.02% 287
2024
Q4 		$226K Hold
2,150
– – 0.02% 301
2024
Q3 		$255K Buy
+2,150
New +$230K 0.02% 291

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Canandaigua National Bank & Trust's IRM Position: Q2 2025 in Review

Canandaigua National Bank & Trust sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 2,700 shares — an estimated $232K sold.

Canandaigua National Bank & Trust first reported a position in IRM in Q3 2024 and held it in 3 quarters. The position peaked at $255K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Canandaigua National Bank & Trust reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
  • Canandaigua National Bank & Trust sold 2,700 Iron Mountain shares in Q2 2025, an estimated $232K.
  • Canandaigua National Bank & Trust first reported a position in Iron Mountain in Q3 2024 and held it in 3 quarters.
  • Canandaigua National Bank & Trust's Iron Mountain position peaked at $255K in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2025, filed 8 Jul 2025.