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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Community Bank & Trust (Waco, Texas)'s IRM Position: Q1 2026 in Review

Community Bank & Trust (Waco, Texas) opened a new position in Iron Mountain (IRM) in Q1 2026: 2,200 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #153 among its holdings. This is a return to the name: Community Bank & Trust (Waco, Texas) previously reported a position in IRM as recently as Q3 2025.

Community Bank & Trust (Waco, Texas) first reported a position in IRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $273K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Community Bank & Trust (Waco, Texas) held 2,200 shares of Iron Mountain worth $225K as of Q1 2026.
Iron Mountain was a new Community Bank & Trust (Waco, Texas) position in Q1 2026.
Iron Mountain made up 0.04% of Community Bank & Trust (Waco, Texas)'s portfolio in Q1 2026, its #153 holding.
Community Bank & Trust (Waco, Texas) first reported a position in Iron Mountain in Q4 2023 and has held it in 8 quarters since.
Community Bank & Trust (Waco, Texas)'s Iron Mountain position peaked at $273K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Community Bank & Trust (Waco, Texas)'s 13F filing for Q1 2026, filed 17 Apr 2026.