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Cary Street Partners Investment Advisory’s Iron Mountain IRM Stock Holding History

Cary Street Partners Investment Advisory’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 		$84.1K Buy
666
+193
+41% +$23.7K 0.02% 527
2026
Q1 		$48.3K Buy
473
+175
+59% +$17.4K 0.01% 548
2025
Q4 		$24.7K Sell
298
-33
-10% -$3.09K 0.01% 572
2025
Q3 		$33.7K Buy
331
+4
+1% +$385 0.01% 478
2025
Q2 		$33.5K Buy
327
+48
+17% +$4.53K 0.02% 442
2025
Q1 		$24K Buy
279
+18
+7% +$1.74K 0.01% 428
2024
Q4 		$27.4K Sell
261
-12,480
-98% -$1.47M 0.02% 386
2024
Q3 		$1.51M Sell
12,741
-474
-4% -$50.7K 0.06% 306
2024
Q2 		$1.18M Sell
13,215
-2,319
-15% -$188K 0.05% 321
2024
Q1 		$1.25M Buy
15,534
+88
+0.6% +$6.37K 0.05% 314
2023
Q4 		$1.08M Buy
15,446
+732
+5% +$45.9K 0.05% 304
2023
Q3 		$875K Buy
14,714
+1,289
+10% +$78.8K 0.05% 321
2023
Q2 		$763K Buy
13,425
+1,099
+9% +$60.2K 0.05% 305
2023
Q1 		$652K Buy
12,326
+429
+4% +$22.5K 0.05% 299
2022
Q4 		$593K Buy
11,897
+172
+1% +$8.68K 0.04% 309
2022
Q3 		$516K Buy
11,725
+1,538
+15% +$77.7K 0.04% 307
2022
Q2 		$496K Buy
+10,187
New +$536K 0.04% 301
2020
Q4 		– Sell
-4,800
Closed -$129K – 605
2020
Q3 		$129K Buy
+4,800
New +$137K 0.03% 331

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Cary Street Partners Investment Advisory's IRM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Iron Mountain (IRM) stake by 41% in Q2 2026, buying an estimated $23.7K and bringing the position to 666 shares worth $84.1K. The position accounts for 0.02% of the portfolio, ranked #527.

Cary Street Partners Investment Advisory first reported a position in IRM in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.51M in Q3 2024. 809 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Cary Street Partners Investment Advisory held 666 shares of Iron Mountain worth $84.1K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 193 Iron Mountain shares in Q2 2026, an estimated $23.7K.
  • Iron Mountain made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #527 holding.
  • Cary Street Partners Investment Advisory first reported a position in Iron Mountain in Q3 2020 and has held it in 18 quarters since.
  • Cary Street Partners Investment Advisory's Iron Mountain position peaked at $1.51M in Q3 2024.
  • 809 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.