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Community Bank & Trust (Waco, Texas)’s Iron Mountain IRM Stock Holding History

Community Bank & Trust (Waco, Texas)’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 		$278K Hold
2,200
– – 0.05% 141
2026
Q1 		$225K Buy
+2,200
New +$219K 0.04% 153
2025
Q4 		– Sell
-2,200
Closed -$224K – 158
2025
Q3 		$224K Hold
2,200
– – 0.05% 139
2025
Q2 		$226K Buy
+2,200
New +$207K 0.05% 137
2025
Q1 		– Sell
-2,200
Closed -$231K – 145
2024
Q4 		$231K Sell
2,200
-100
-4% -$11.8K 0.05% 132
2024
Q3 		$273K Hold
2,300
– – 0.06% 126
2024
Q2 		$206K Sell
2,300
-1,000
-30% -$80.9K 0.05% 136
2024
Q1 		$265K Hold
3,300
– – 0.07% 125
2023
Q4 		$231K Buy
+3,300
New +$207K 0.06% 132

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

Community Bank & Trust (Waco, Texas)'s IRM Position: Q2 2026 in Review

Community Bank & Trust (Waco, Texas) held its Iron Mountain (IRM) position steady in Q2 2026 at 2,200 shares worth $278K. The position accounts for 0.05% of the portfolio, ranked #141.

Community Bank & Trust (Waco, Texas) first reported a position in IRM in Q4 2023 and has held it in 9 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Community Bank & Trust (Waco, Texas) held 2,200 shares of Iron Mountain worth $278K as of Q2 2026.
  • Community Bank & Trust (Waco, Texas) left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.05% of Community Bank & Trust (Waco, Texas)'s portfolio in Q2 2026, its #141 holding.
  • Community Bank & Trust (Waco, Texas) first reported a position in Iron Mountain in Q4 2023 and has held it in 9 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Community Bank & Trust (Waco, Texas)'s 13F filing for Q2 2026, filed 4 Aug 2026.