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Cary Street Partners’s Iron Mountain IRM Stock Holding History

Cary Street Partners’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 		$1.45M Buy
11,443
+139
+1% +$17K 0.03% 422
2026
Q1 		$1.15M Buy
11,304
+428
+4% +$42.6K 0.03% 419
2025
Q4 		$902K Sell
10,876
-901
-8% -$84.3K 0.02% 455
2025
Q3 		$1.2M Sell
11,777
-408
-3% -$39.3K 0.03% 396
2025
Q2 		$1.25M Sell
12,185
-253
-2% -$23.8K 0.04% 378
2025
Q1 		$1.07M Sell
12,438
-3
-0% -$289 0.03% 377
2024
Q4 		$1.31M Buy
+12,441
New +$1.46M 0.04% 341

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 $3.37T AUM 44.26% 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

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

Cary Street Partners increased its Iron Mountain (IRM) stake by 1.2% in Q2 2026, buying an estimated $17K and bringing the position to 11,443 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #422.

Cary Street Partners first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Cary Street Partners held 11,443 shares of Iron Mountain worth $1.45M as of Q2 2026.
  • Cary Street Partners bought 139 Iron Mountain shares in Q2 2026, an estimated $17K.
  • Iron Mountain made up 0.03% of Cary Street Partners's portfolio in Q2 2026, its #422 holding.
  • Cary Street Partners first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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