Cerity Partners
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Cerity Partners’s Iron Mountain IRM Stock Holding History

Cerity 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
Q1 		$9.14M Buy
89,510
+41,498
+86% +$4.13M 0.01% 737
2025
Q4 		$3.98M Buy
48,012
+9,825
+26% +$920K 0.01% 1035
2025
Q3 		$3.89M Buy
38,187
+2,895
+8% +$279K 0.01% 984
2025
Q2 		$3.62M Buy
35,292
+1,222
+4% +$115K 0.01% 958
2025
Q1 		$2.93M Buy
34,070
+1,234
+4% +$119K 0.01% 954
2024
Q4 		$3.62M Buy
32,836
+3,474
+12% +$408K 0.01% 841
2024
Q3 		$3.49M Buy
29,362
+9,442
+47% +$1.01M 0.01% 854
2024
Q2 		$1.79M Sell
19,920
-2,473
-11% -$200K ﹤0.01% 957
2024
Q1 		$1.8M Buy
22,393
+11,870
+113% +$859K ﹤0.01% 1018
2023
Q4 		$737K Buy
+10,523
New +$660K ﹤0.01% 1107
2023
Q3 		– Sell
-11,443
Closed -$650K – 1547
2023
Q2 		$650K Sell
11,443
-191
-2% -$10.5K ﹤0.01% 1077
2023
Q1 		$617K Buy
11,634
+1,742
+18% +$91.3K ﹤0.01% 1191
2022
Q4 		$493K Sell
9,892
-937
-9% -$47.3K ﹤0.01% 960
2022
Q3 		$477K Sell
10,829
-1,092
-9% -$55.1K 0.01% 730
2022
Q2 		$581K Sell
11,921
-7,173
-38% -$377K 0.01% 698
2022
Q1 		$1.06M Sell
19,094
-9,091
-32% -$433K 0.02% 436
2021
Q4 		$1.47M Buy
28,185
+1,793
+7% +$84.7K 0.02% 368
2021
Q3 		$1.15M Buy
26,392
+11
+0% +$495 0.03% 342
2021
Q2 		$1.12M Sell
26,381
-4,025
-13% -$169K 0.02% 348
2021
Q1 		$1.13M Sell
30,406
-17,866
-37% -$597K 0.03% 335
2020
Q4 		$1.42M Buy
48,272
+3,771
+8% +$105K 0.05% 257
2020
Q3 		$1.19M Buy
44,501
+1,848
+4% +$52.6K 0.05% 224
2020
Q2 		$1.11M Buy
42,653
+2,232
+6% +$56.4K 0.06% 194
2020
Q1 		$962K Buy
40,421
+4,343
+12% +$131K 0.06% 214
2019
Q4 		$1.15M Buy
+36,078
New +$1.18M 0.06% 226

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cerity Partners's IRM Position: Q1 2026 in Review

Cerity Partners increased its Iron Mountain (IRM) stake by 86% in Q1 2026, buying an estimated $4.13M and bringing the position to 89,510 shares worth $9.14M. The position accounts for 0.01% of the portfolio, ranked #737.

Cerity Partners first reported a position in IRM in Q4 2019 and has held it in 25 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Cerity Partners held 89,510 shares of Iron Mountain worth $9.14M as of Q1 2026.
  • Cerity Partners bought 41,498 Iron Mountain shares in Q1 2026, an estimated $4.13M.
  • Iron Mountain made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #737 holding.
  • Cerity Partners first reported a position in Iron Mountain in Q4 2019 and has held it in 25 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.