CCM
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Coldstream Capital Management’s Iron Mountain IRM Stock Holding History

Coldstream Capital Management’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 		$998K Buy
7,902
+197
+3% +$24.2K 0.01% 485
2026
Q1 		$787K Buy
7,705
+388
+5% +$38.6K 0.01% 531
2025
Q4 		$607K Sell
7,317
-189
-3% -$17.7K 0.01% 635
2025
Q3 		$765K Buy
7,506
+121
+2% +$11.7K 0.01% 547
2025
Q2 		$757K Buy
7,385
+283
+4% +$26.7K 0.01% 495
2025
Q1 		$611K Sell
7,102
-80
-1% -$7.71K 0.01% 522
2024
Q4 		$755K Buy
7,182
+77
+1% +$9.05K 0.02% 445
2024
Q3 		$843K Buy
7,105
+497
+8% +$53.2K 0.02% 429
2024
Q2 		$592K Buy
6,608
+176
+3% +$14.2K 0.01% 486
2024
Q1 		$516K Sell
6,432
-143
-2% -$10.3K 0.01% 540
2023
Q4 		$460K Sell
6,575
-8
-0.1% -$502 0.01% 541
2023
Q3 		$391K Sell
6,583
-108
-2% -$6.6K 0.01% 519
2023
Q2 		$380K Buy
6,691
+96
+1% +$5.25K 0.01% 552
2023
Q1 		$349K Sell
6,595
-597
-8% -$31.3K 0.01% 576
2022
Q4 		$359K Buy
+7,192
New +$363K 0.01% 539
2022
Q2 		$331K Buy
6,800
+306
+5% +$16.1K 0.01% 527
2022
Q1 		$360K Sell
6,494
-128
-2% -$6.1K 0.01% 493
2021
Q4 		$347K Buy
+6,622
New +$313K 0.01% 555
2021
Q3 		– Sell
-5,038
Closed -$213K – 477
2021
Q2 		$213K Buy
+5,038
New +$211K 0.01% 494

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Coldstream Capital Management's IRM Position: Q2 2026 in Review

Coldstream Capital Management increased its Iron Mountain (IRM) stake by 2.6% in Q2 2026, buying an estimated $24.2K and bringing the position to 7,902 shares worth $998K. The position accounts for 0.01% of the portfolio, ranked #485.

Coldstream Capital Management first reported a position in IRM in Q2 2021 and has held it in 19 quarters since. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Coldstream Capital Management held 7,902 shares of Iron Mountain worth $998K as of Q2 2026.
  • Coldstream Capital Management bought 197 Iron Mountain shares in Q2 2026, an estimated $24.2K.
  • Iron Mountain made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #485 holding.
  • Coldstream Capital Management first reported a position in Iron Mountain in Q2 2021 and has held it in 19 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.