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CoreFirst Bank & Trust’s Iron Mountain IRM Stock Holding History

CoreFirst Bank & 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 		$2.83M Sell
22,399
-230
-1% -$28.2K 1.41% 20
2026
Q1 		$2.31M Sell
22,629
-210
-0.9% -$20.9K 1.23% 26
2025
Q4 		$1.89M Sell
22,839
-1,240
-5% -$116K 1.02% 31
2025
Q3 		$2.45M Sell
24,079
-755
-3% -$72.7K 1.33% 20
2025
Q2 		$2.55M Sell
24,834
-240
-1% -$22.6K 1.44% 18
2025
Q1 		$2.16M Sell
25,074
-100
-0.4% -$9.64K 1.39% 24
2024
Q4 		$2.65M Sell
25,174
-1,440
-5% -$169K 1.57% 13
2024
Q3 		$3.16M Sell
26,614
-400
-1% -$42.8K 1.83% 12
2024
Q2 		$2.42M Sell
27,014
-450
-2% -$36.4K 1.63% 15
2024
Q1 		$2.2M Sell
27,464
-150
-0.5% -$10.9K 1.38% 19
2023
Q4 		$1.93M Sell
27,614
-1,756
-6% -$110K 1.28% 19
2023
Q3 		$1.75M Sell
29,370
-200
-0.7% -$12.2K 1.24% 20
2023
Q2 		$1.68M Hold
29,570
– – 1.18% 19
2023
Q1 		$1.56M Sell
29,570
-2,430
-8% -$127K 1.14% 19
2022
Q4 		$1.6M Hold
32,000
– – 1.21% 17
2022
Q3 		$1.41M Hold
32,000
– – 1.21% 15
2022
Q2 		$1.56M Sell
32,000
-1,790
-5% -$94.2K 1.23% 17
2022
Q1 		$1.87M Sell
33,790
-50
-0.1% -$2.38K 1.28% 15
2021
Q4 		$1.77M Sell
33,840
-240
-0.7% -$11.3K 1.15% 17
2021
Q3 		$1.48M Sell
34,080
-5,800
-15% -$261K 1.03% 21
2021
Q2 		$1.69M Buy
39,880
+454
+1% +$19K 1.15% 20
2021
Q1 		$1.46M Hold
39,426
– – 1% 21
2020
Q4 		$1.16M Buy
+39,426
New +$1.09M 0.86% 24

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

CoreFirst Bank & Trust's IRM Position: Q2 2026 in Review

CoreFirst Bank & Trust reduced its Iron Mountain (IRM) stake by 1% in Q2 2026, selling an estimated $28.2K and leaving 22,399 shares worth $2.83M. The position accounts for 1.41% of the portfolio, ranked #20.

CoreFirst Bank & Trust first reported a position in IRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.16M in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • CoreFirst Bank & Trust held 22,399 shares of Iron Mountain worth $2.83M as of Q2 2026.
  • CoreFirst Bank & Trust sold 230 Iron Mountain shares in Q2 2026, an estimated $28.2K.
  • Iron Mountain made up 1.41% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #20 holding.
  • CoreFirst Bank & Trust first reported a position in Iron Mountain in Q4 2020 and has held it in 23 quarters since.
  • CoreFirst Bank & Trust's Iron Mountain position peaked at $3.16M in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.