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 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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cetera Trust Company's IRM Position: Q1 2026 in Review

Cetera Trust Company reduced its Iron Mountain (IRM) stake by 8.4% in Q1 2026, selling an estimated $29.8K and leaving 3,285 shares worth $336K. The position accounts for 0.19% of the portfolio, ranked #102.

Cetera Trust Company first reported a position in IRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $457K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Cetera Trust Company held 3,285 shares of Iron Mountain worth $336K as of Q1 2026.
Cetera Trust Company sold 300 Iron Mountain shares in Q1 2026, an estimated $29.8K.
Iron Mountain made up 0.19% of Cetera Trust Company's portfolio in Q1 2026, its #102 holding.
Cetera Trust Company first reported a position in Iron Mountain in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's Iron Mountain position peaked at $457K in Q3 2024.
1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.