Coastline Trust’s Iron Mountain IRM Stock Holding History

Coastline 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
2026 Q2	$234K	Hold	1,856	–	–	0.02%	197
2026 Q1	$190K	Hold	1,856	–	–	0.02%	204
2025 Q4	$154K	Hold	1,856	–	–	0.01%	218
2025 Q3	$189K	Hold	1,856	–	–	0.02%	197
2025 Q2	$190K	Hold	1,856	–	–	0.02%	195
2025 Q1	$160K	Buy	1,856 +44	+2%	+$4.24K	0.02%	207
2024 Q4	$190K	Sell	1,812 -3,335	-65%	-$392K	0.02%	200
2024 Q3	$612K	Sell	5,147 -97	-2%	-$10.4K	0.07%	151
2024 Q2	$470K	Hold	5,244	–	–	0.06%	174
2024 Q1	$421K	Sell	5,244 -67	-1%	-$4.85K	0.05%	191
2023 Q4	$372K	Hold	5,311	–	–	0.05%	209
2023 Q3	$316K	Sell	5,311 -85	-2%	-$5.19K	0.05%	217
2023 Q2	$307K	Buy	5,396 +200	+4%	+$10.9K	0.04%	238
2023 Q1	$275K	Hold	5,196	–	–	0.04%	259
2022 Q4	$259K	Buy	5,196 +200	+4%	+$10.1K	0.04%	255
2022 Q3	$220K	Buy	+4,996	New	+$252K	0.04%	290
2022 Q2	–	Sell	-3,821	Closed	-$211K	–	322
2022 Q1	$211K	Buy	+3,821	New	+$182K	0.03%	316

Other funds holding IRM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Coastline Trust's IRM Position: Q2 2026 in Review

Coastline Trust held its Iron Mountain (IRM) position steady in Q2 2026 at 1,856 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #197.

Coastline Trust first reported a position in IRM in Q1 2022 and has held it in 17 quarters since. The position peaked at $612K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Coastline Trust held 1,856 shares of Iron Mountain worth $234K as of Q2 2026.
Coastline Trust left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.02% of Coastline Trust's portfolio in Q2 2026, its #197 holding.
Coastline Trust first reported a position in Iron Mountain in Q1 2022 and has held it in 17 quarters since.
Coastline Trust's Iron Mountain position peaked at $612K in Q3 2024.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.