Clean Yield Group’s Iron Mountain IRM Stock Holding History

Clean Yield Group’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	$306K	Hold	3,000	–	–	0.09%	116
2025 Q4	$249K	Sell	3,000 -22	-0.7%	-$2.06K	0.07%	122
2025 Q3	$308K	Hold	3,022	–	–	0.09%	111
2025 Q2	$310K	Hold	3,022	–	–	0.09%	106
2025 Q1	$260K	Sell	3,022 -20	-0.7%	-$1.93K	0.08%	112
2024 Q4	$320K	Hold	3,042	–	–	0.1%	111
2024 Q3	$361K	Buy	3,042 +42	+1%	+$4.49K	0.11%	106
2024 Q2	$269K	Hold	3,000	–	–	0.1%	111
2024 Q1	$241K	Hold	3,000	–	–	0.09%	116
2023 Q4	$210K	Hold	3,000	–	–	0.09%	119
2023 Q3	$182K	Hold	3,000	–	–	0.08%	120
2023 Q2	$170K	Hold	3,000	–	–	0.07%	132
2023 Q1	$159K	Hold	3,000	–	–	0.07%	139
2022 Q4	$150K	Hold	3,000	–	–	0.06%	148
2022 Q3	$132K	Hold	3,000	–	–	0.06%	154
2022 Q2	$146K	Hold	3,000	–	–	0.06%	156
2022 Q1	$166K	Hold	3,000	–	–	0.06%	156
2021 Q4	$157K	Hold	3,000	–	–	0.05%	172
2021 Q3	$130K	Hold	3,000	–	–	0.04%	190
2021 Q2	$127K	Buy	+3,000	New	+$126K	0.04%	179
2021 Q1	–	Sell	-3,000	Closed	-$88K	–	259
2020 Q4	$88K	Sell	3,000 -1,731	-37%	-$48K	0.03%	197
2020 Q3	$127K	Sell	4,731 -700	-13%	-$19.9K	0.05%	151
2020 Q2	$142K	Sell	5,431 -300	-5%	-$7.58K	0.06%	141
2020 Q1	$136K	Buy	5,731 +1,000	+21%	+$30.3K	0.06%	137
2019 Q4	$151K	Hold	4,731	–	–	0.05%	161
2019 Q3	$153K	Hold	4,731	–	–	0.05%	157
2019 Q2	$148K	Buy	+4,731	New	+$155K	0.05%	150

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

Clean Yield Group's IRM Position: Q1 2026 in Review

Clean Yield Group held its Iron Mountain (IRM) position steady in Q1 2026 at 3,000 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #116.

Clean Yield Group first reported a position in IRM in Q2 2019 and has held it in 27 quarters since. The position peaked at $361K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Clean Yield Group held 3,000 shares of Iron Mountain worth $306K as of Q1 2026.
Clean Yield Group left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.09% of Clean Yield Group's portfolio in Q1 2026, its #116 holding.
Clean Yield Group first reported a position in Iron Mountain in Q2 2019 and has held it in 27 quarters since.
Clean Yield Group's Iron Mountain position peaked at $361K in Q3 2024.
1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.