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Columbia Asset Management’s Iron Mountain IRM Stock Holding History

Columbia Asset 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
Q1 		$604K Sell
5,912
-480
-8% -$47.8K 0.12% 105
2025
Q4 		$530K Hold
6,392
– – 0.09% 117
2025
Q3 		$652K Hold
6,392
– – 0.12% 105
2025
Q2 		$656K Hold
6,392
– – 0.13% 106
2025
Q1 		$550K Sell
6,392
-2,695
-30% -$260K 0.11% 122
2024
Q4 		$955K Sell
9,087
-660
-7% -$77.5K 0.17% 94
2024
Q3 		$1.16M Sell
9,747
-40
-0.4% -$4.28K 0.2% 81
2024
Q2 		$877K Sell
9,787
-2,777
-22% -$225K 0.16% 91
2024
Q1 		$879K Hold
12,564
– – 0.18% 89
2023
Q4 		$879K Sell
12,564
-868
-6% -$54.4K 0.18% 89
2023
Q3 		$799K Sell
13,432
-234
-2% -$14.3K 0.18% 88
2023
Q2 		$777K Sell
13,666
-593
-4% -$32.5K 0.17% 93
2023
Q1 		$754K Sell
14,259
-1,293
-8% -$67.8K 0.17% 89
2022
Q4 		$775K Sell
15,552
-6,011
-28% -$303K 0.19% 85
2022
Q3 		$948K Sell
21,563
-3,068
-12% -$155K 0.25% 71
2022
Q2 		$1.2M Buy
+24,631
New +$1.3M 0.3% 65
2021
Q2 		– Sell
-43,594
Closed -$1.61M – 181
2021
Q1 		$1.61M Buy
43,594
+2,451
+6% +$81.9K 0.29% 68
2020
Q4 		$1.21M Buy
41,143
+4,838
+13% +$134K 0.24% 73
2020
Q3 		$973K Buy
36,305
+10,580
+41% +$301K 0.22% 76
2020
Q2 		$671K Buy
25,725
+15,800
+159% +$399K 0.16% 94
2020
Q1 		$236K Sell
9,925
-3,250
-25% -$98.4K 0.06% 138
2019
Q4 		$4.2K Buy
+13,175
New +$432K 0.1% 135
2019
Q2 		– Sell
-7,150
Closed -$254K – 189
2019
Q1 		$254K Buy
7,150
+2,950
+70% +$104K 0.07% 154
2018
Q4 		$136K Sell
4,200
-800
-16% -$26.2K 0.04% 182
2018
Q3 		$173K Buy
+5,000
New +$178K 0.05% 180
2018
Q2 		– Sell
-6,650
Closed -$219K – 181
2018
Q1 		$219K Buy
+6,650
New +$224K 0.06% 170

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Columbia Asset Management's IRM Position: Q1 2026 in Review

Columbia Asset Management reduced its Iron Mountain (IRM) stake by 7.5% in Q1 2026, selling an estimated $47.8K and leaving 5,912 shares worth $604K. The position accounts for 0.12% of the portfolio, ranked #105.

Columbia Asset Management first reported a position in IRM in Q1 2018 and has held it in 26 quarters since. The position peaked at $1.61M in Q1 2021. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Columbia Asset Management held 5,912 shares of Iron Mountain worth $604K as of Q1 2026.
  • Columbia Asset Management sold 480 Iron Mountain shares in Q1 2026, an estimated $47.8K.
  • Iron Mountain made up 0.12% of Columbia Asset Management's portfolio in Q1 2026, its #105 holding.
  • Columbia Asset Management first reported a position in Iron Mountain in Q1 2018 and has held it in 26 quarters since.
  • Columbia Asset Management's Iron Mountain position peaked at $1.61M in Q1 2021.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.