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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
Q3 		$182K Sell
1,640
-216
-12% -$25.9K 0.02% 190
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Coastline Trust's IRM Position: Q3 2026 in Review

Coastline Trust reduced its Iron Mountain (IRM) stake by 12% in Q3 2026, selling an estimated $25.9K and leaving 1,640 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #190.

Coastline Trust first reported a position in IRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $612K in Q3 2024. 45 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Coastline Trust held 1,640 shares of Iron Mountain worth $182K as of Q3 2026.
  • Coastline Trust sold 216 Iron Mountain shares in Q3 2026, an estimated $25.9K.
  • Iron Mountain made up 0.02% of Coastline Trust's portfolio in Q3 2026, its #190 holding.
  • Coastline Trust first reported a position in Iron Mountain in Q1 2022 and has held it in 18 quarters since.
  • Coastline Trust's Iron Mountain position peaked at $612K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.