Cetera Trust Company’s Iron Mountain IRM Stock Holding History

Cetera Trust Company’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 Q3	$364K	Hold	3,285	–	–	0.19%	99
2026 Q2	$415K	Hold	3,285	–	–	0.21%	89
2026 Q1	$336K	Sell	3,285 -300	-8%	-$29.8K	0.19%	102
2025 Q4	$297K	Sell	3,585 -75	-2%	-$7.02K	0.16%	122
2025 Q3	$373K	Hold	3,660	–	–	0.21%	87
2025 Q2	$375K	Buy	3,660 +35	+1%	+$3.3K	0.22%	82
2025 Q1	$312K	Hold	3,625	–	–	0.2%	91
2024 Q4	$381K	Sell	3,625 -225	-6%	-$26.4K	0.25%	68
2024 Q3	$457K	Sell	3,850 -200	-5%	-$21.4K	0.28%	67
2024 Q2	$363K	Hold	4,050	–	–	0.23%	75
2024 Q1	$325K	Hold	4,050	–	–	0.2%	87
2023 Q4	$283K	Buy	+4,050	New	+$254K	0.18%	104

Other funds holding IRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Cetera Trust Company's IRM Position: Q3 2026 in Review

Cetera Trust Company held its Iron Mountain (IRM) position steady in Q3 2026 at 3,285 shares worth $364K. The position accounts for 0.19% of the portfolio, ranked #99.

Cetera Trust Company first reported a position in IRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $457K in Q3 2024. 732 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Cetera Trust Company held 3,285 shares of Iron Mountain worth $364K as of Q3 2026.
Cetera Trust Company left its Iron Mountain share count unchanged in Q3 2026.
Iron Mountain made up 0.19% of Cetera Trust Company's portfolio in Q3 2026, its #99 holding.
Cetera Trust Company first reported a position in Iron Mountain in Q4 2023 and has held it in 12 quarters since.
Cetera Trust Company's Iron Mountain position peaked at $457K in Q3 2024.
732 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.