Charter Oak Capital Management’s Iron Mountain IRM Stock Holding History

Charter Oak Capital Management’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	$292K	Hold	2,862	–	–	0.02%	167
2025 Q4	$237K	Buy	2,862 +6	+0.2%	+$562	0.02%	190
2025 Q3	$291K	Sell	2,856 -75	-3%	-$7.22K	0.02%	172
2025 Q2	$301K	Hold	2,931	–	–	0.03%	162
2025 Q1	$252K	Buy	2,931 +7	+0.2%	+$675	0.02%	171
2024 Q4	$307K	Buy	2,924 +4	+0.1%	+$470	0.03%	140
2024 Q3	$347K	Buy	2,920 +5	+0.2%	+$535	0.03%	136
2024 Q2	$261K	Buy	+2,915	New	+$236K	0.03%	149
2022 Q3	–	Sell	-2,590	Closed	-$126K	–	501
2022 Q2	$126K	Hold	2,590	–	–	0.02%	219
2022 Q1	$144K	Hold	2,590	–	–	0.02%	211
2021 Q4	$136K	Hold	2,590	–	–	0.02%	220
2021 Q3	$113K	Hold	2,590	–	–	0.01%	226
2021 Q2	$110K	Hold	2,590	–	–	0.01%	229
2021 Q1	$96K	Buy	2,590 +1,500	+138%	+$50.1K	0.01%	245
2020 Q4	$32K	Buy	+1,090	New	+$30.2K	﹤0.01%	360

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

Charter Oak Capital Management's IRM Position: Q1 2026 in Review

Charter Oak Capital Management held its Iron Mountain (IRM) position steady in Q1 2026 at 2,862 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #167.

Charter Oak Capital Management first reported a position in IRM in Q4 2020 and has held it in 15 quarters since. The position peaked at $347K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Charter Oak Capital Management held 2,862 shares of Iron Mountain worth $292K as of Q1 2026.
Charter Oak Capital Management left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #167 holding.
Charter Oak Capital Management first reported a position in Iron Mountain in Q4 2020 and has held it in 15 quarters since.
Charter Oak Capital Management's Iron Mountain position peaked at $347K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.