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Certuity’s Iron Mountain IRM Stock Holding History

Certuity’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 		$178K Buy
1,407
+447
+47% +$54.8K 0.01% 637
2026
Q1 		$98.1K Buy
+960
New +$95.5K 0.01% 635
2025
Q4 		– Sell
-2,619
Closed -$267K – 606
2025
Q3 		$267K Buy
+2,619
New +$252K 0.02% 435

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

Certuity's IRM Position: Q2 2026 in Review

Certuity increased its Iron Mountain (IRM) stake by 47% in Q2 2026, buying an estimated $54.8K and bringing the position to 1,407 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #637.

Certuity first reported a position in IRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $267K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Certuity held 1,407 shares of Iron Mountain worth $178K as of Q2 2026.
  • Certuity bought 447 Iron Mountain shares in Q2 2026, an estimated $54.8K.
  • Iron Mountain made up 0.01% of Certuity's portfolio in Q2 2026, its #637 holding.
  • Certuity first reported a position in Iron Mountain in Q3 2025 and has held it in 3 quarters since.
  • Certuity's Iron Mountain position peaked at $267K in Q3 2025.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.