CIC
IRM icon

Carnegie Investment Counsel’s Iron Mountain IRM Stock Holding History

Carnegie Investment Counsel’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 		$1.75M Sell
13,850
-905
-6% -$111K 0.04% 263
2026
Q1 		$1.51M Buy
14,755
+10,000
+210% +$995K 0.03% 283
2025
Q4 		$394K Buy
4,755
+2,378
+100% +$223K 0.01% 436
2025
Q3 		$242K Sell
2,377
-400
-14% -$38.5K ﹤0.01% 504
2025
Q2 		$285K Hold
2,777
– – 0.01% 472
2025
Q1 		$215K Buy
2,777
+500
+22% +$48.2K 0.01% 475
2024
Q4 		$239K Sell
2,277
-28
-1% -$3.29K 0.01% 421
2024
Q3 		$274K Hold
2,305
– – 0.01% 409
2024
Q2 		$207K Buy
+2,305
New +$187K 0.01% 453

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Carnegie Investment Counsel's IRM Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its Iron Mountain (IRM) stake by 6.1% in Q2 2026, selling an estimated $111K and leaving 13,850 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #263.

Carnegie Investment Counsel first reported a position in IRM in Q2 2024 and has held it in 9 quarters since. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Carnegie Investment Counsel held 13,850 shares of Iron Mountain worth $1.75M as of Q2 2026.
  • Carnegie Investment Counsel sold 905 Iron Mountain shares in Q2 2026, an estimated $111K.
  • Iron Mountain made up 0.04% of Carnegie Investment Counsel's portfolio in Q2 2026, its #263 holding.
  • Carnegie Investment Counsel first reported a position in Iron Mountain in Q2 2024 and has held it in 9 quarters since.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.