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 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 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

Choreo LLC's IRM Position: Q1 2026 in Review

Choreo LLC increased its Iron Mountain (IRM) stake by 7% in Q1 2026, buying an estimated $82K and bringing the position to 12,624 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #524.

Choreo LLC first reported a position in IRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.88M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Choreo LLC held 12,624 shares of Iron Mountain worth $1.3M as of Q1 2026.
Choreo LLC bought 824 Iron Mountain shares in Q1 2026, an estimated $82K.
Iron Mountain made up 0.02% of Choreo LLC's portfolio in Q1 2026, its #524 holding.
Choreo LLC first reported a position in Iron Mountain in Q2 2024 and has held it in 8 quarters since.
Choreo LLC's Iron Mountain position peaked at $1.88M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.