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Choreo LLC’s Iron Mountain IRM Stock Holding History

Choreo LLC’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 		$1.51M Sell
11,860
-764
-6% -$93.7K 0.02% 492
2026
Q1 		$1.3M Buy
12,624
+824
+7% +$82K 0.02% 524
2025
Q4 		$984K Sell
11,800
-2,038
-15% -$191K 0.01% 604
2025
Q3 		$1.42M Sell
13,838
-255
-2% -$24.6K 0.02% 468
2025
Q2 		$1.46M Buy
14,093
+675
+5% +$63.6K 0.02% 451
2025
Q1 		$1.17M Sell
13,418
-1,648
-11% -$159K 0.02% 500
2024
Q4 		$1.57M Sell
15,066
-738
-5% -$86.7K 0.02% 427
2024
Q3 		$1.88M Buy
15,804
+670
+4% +$71.7K 0.03% 367
2024
Q2 		$1.36M Buy
+15,134
New +$1.22M 0.02% 412

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

Choreo LLC's IRM Position: Q2 2026 in Review

Choreo LLC reduced its Iron Mountain (IRM) stake by 6.1% in Q2 2026, selling an estimated $93.7K and leaving 11,860 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #492.

Choreo LLC first reported a position in IRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Choreo LLC held 11,860 shares of Iron Mountain worth $1.51M as of Q2 2026.
  • Choreo LLC sold 764 Iron Mountain shares in Q2 2026, an estimated $93.7K.
  • Iron Mountain made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #492 holding.
  • Choreo LLC first reported a position in Iron Mountain in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's Iron Mountain position peaked at $1.88M in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.