CTA
IRM icon

Colonial Trust Advisors’s Iron Mountain IRM Stock Holding History

Colonial Trust Advisors’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 		$37.9K Buy
+300
New +$36.8K ﹤0.01% 404
2024
Q2 		– Sell
-30
Closed -$2.41K – 900
2024
Q1 		$2.41K Sell
30
-82
-73% -$5.93K ﹤0.01% 779
2023
Q4 		$7.84K Hold
112
– – ﹤0.01% 538
2023
Q3 		$6.66K Sell
112
-3
-3% -$183 ﹤0.01% 564
2023
Q2 		$6.53K Hold
115
– – ﹤0.01% 586
2023
Q1 		$6.08K Sell
115
-16
-12% -$838 ﹤0.01% 590
2022
Q4 		$6.53K Buy
+131
New +$6.61K ﹤0.01% 580

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 $3.37T AUM 44.26% 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

Colonial Trust Advisors's IRM Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in Iron Mountain (IRM) in Q2 2026: 300 shares worth $37.9K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: Colonial Trust Advisors previously reported a position in IRM as recently as Q1 2024.

Colonial Trust Advisors first reported a position in IRM in Q4 2022 and has held it in 7 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Colonial Trust Advisors held 300 shares of Iron Mountain worth $37.9K as of Q2 2026.
  • Iron Mountain was a new Colonial Trust Advisors position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #404 holding.
  • Colonial Trust Advisors first reported a position in Iron Mountain in Q4 2022 and has held it in 7 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.