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Colonial Trust’s Iron Mountain IRM Stock Holding History

Colonial 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 		$379 Hold
3
– – ﹤0.01% 1108
2026
Q1 		$306 Sell
3
-6
-67% -$597 ﹤0.01% 1114
2025
Q4 		$747 Buy
9
+6
+200% +$562 ﹤0.01% 1040
2025
Q3 		$306 Sell
3
-6
-67% -$578 ﹤0.01% 1068
2025
Q2 		$923 Buy
9
+5
+125% +$471 ﹤0.01% 1028
2025
Q1 		$340 Sell
4
-5
-56% -$482 ﹤0.01% 1058
2024
Q4 		$933 Buy
9
+5
+125% +$587 ﹤0.01% 1260
2024
Q3 		$467 Buy
+4
New +$428 ﹤0.01% 1055

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's IRM Position: Q2 2026 in Review

Colonial Trust held its Iron Mountain (IRM) position steady in Q2 2026 at 3 shares worth $379. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Colonial Trust first reported a position in IRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $933 in Q4 2024. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Colonial Trust held 3 shares of Iron Mountain worth $379 as of Q2 2026.
  • Colonial Trust left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #1108 holding.
  • Colonial Trust first reported a position in Iron Mountain in Q3 2024 and has held it in 8 quarters since.
  • Colonial Trust's Iron Mountain position peaked at $933 in Q4 2024.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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