Coston McIsaac & Partners’s Iron Mountain IRM Stock Holding History

Coston McIsaac & Partners’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	$19K	Buy	192 +1	+0.5%	+$99	﹤0.01%	474
2025 Q4	$15K	Buy	191 +2	+1%	+$187	﹤0.01%	507
2025 Q3	$19K	Buy	189 +1	+0.5%	+$96	﹤0.01%	456
2025 Q2	$19K	Buy	188 +2	+1%	+$189	﹤0.01%	434
2025 Q1	$16K	Buy	186 +1	+0.5%	+$96	﹤0.01%	433
2024 Q4	$19K	Buy	185 +2	+1%	+$235	0.01%	397
2024 Q3	$21	Buy	183 +1	+0.5%	+$107	0.01%	392
2024 Q2	$16K	Buy	182 +1	+0.6%	+$81	0.01%	404
2024 Q1	$14K	Buy	181 +2	+1%	+$145	﹤0.01%	436
2023 Q4	$12K	Buy	179 +2	+1%	+$125	﹤0.01%	456
2023 Q3	$10K	Buy	177 +2	+1%	+$122	﹤0.01%	466
2023 Q2	$9K	Buy	175 +2	+1%	+$109	﹤0.01%	516
2023 Q1	$9K	Buy	173 +2	+1%	+$105	﹤0.01%	502
2022 Q4	$8	Buy	171 +2	+1%	+$101	﹤0.01%	524
2022 Q3	$7K	Buy	169 +2	+1%	+$101	﹤0.01%	462
2022 Q2	$8K	Buy	+167	New	+$8.79K	﹤0.01%	296

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

Coston McIsaac & Partners's IRM Position: Q1 2026 in Review

Coston McIsaac & Partners increased its Iron Mountain (IRM) stake by 0.52% in Q1 2026, buying an estimated $99 and bringing the position to 192 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Coston McIsaac & Partners first reported a position in IRM in Q2 2022 and has held it in 16 quarters since. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Coston McIsaac & Partners held 192 shares of Iron Mountain worth $19K as of Q1 2026.
Coston McIsaac & Partners bought 1 Iron Mountain share in Q1 2026, an estimated $99.
Iron Mountain made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #474 holding.
Coston McIsaac & Partners first reported a position in Iron Mountain in Q2 2022 and has held it in 16 quarters since.
1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.