Clearstead Trust’s Iron Mountain IRM Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-15	Closed	-$1.53K	–	1261
2025 Q3	$1.53K	Buy	15 +3	+25%	+$289	﹤0.01%	1083
2025 Q2	$1.23K	Buy	+12	New	+$1.13K	﹤0.01%	1085
2019 Q1	–	Sell	-175	Closed	-$6K	–	213
2018 Q4	$6K	Hold	175	–	–	0.01%	197
2018 Q3	$6K	Hold	175	–	–	﹤0.01%	177
2018 Q2	$6K	Buy	+175	New	+$5.91K	0.01%	181
2018 Q1	–	Sell	-175	Closed	-$7K	–	153
2017 Q4	$7K	Sell	175 -10,430	-98%	-$414K	﹤0.01%	184
2017 Q3	$413K	Sell	10,605 -780	-7%	-$29.1K	0.31%	78
2017 Q2	$391K	Buy	+11,385	New	+$398K	0.31%	70

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clearstead Trust's IRM Position: Q4 2025 in Review

Clearstead Trust sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 15 shares — an estimated $1.53K sold.

Clearstead Trust first reported a position in IRM in Q2 2017 and held it in 8 quarters. The position peaked at $413K in Q3 2017. 1,010 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Clearstead Trust reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 15 Iron Mountain shares in Q4 2025, an estimated $1.53K.
Clearstead Trust first reported a position in Iron Mountain in Q2 2017 and held it in 8 quarters.
Clearstead Trust's Iron Mountain position peaked at $413K in Q3 2017.
1,010 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.