Country Trust Bank’s Iron Mountain IRM Stock Holding History

Country Trust Bank’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
2025 Q4	–	Sell	-2	Closed	-$204	–	634
2025 Q3	$204	Buy	+2	New	+$193	﹤0.01%	622

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Country Trust Bank's IRM Position: Q4 2025 in Review

Country Trust Bank sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 2 shares — an estimated $204 sold.

Country Trust Bank first reported a position in IRM in Q3 2025 and held it in 1 quarter. The position peaked at $204 in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Country Trust Bank reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Country Trust Bank sold 2 Iron Mountain shares in Q4 2025, an estimated $204.
Country Trust Bank first reported a position in Iron Mountain in Q3 2025 and held it in 1 quarter.
Country Trust Bank's Iron Mountain position peaked at $204 in Q3 2025.
1,009 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Country Trust Bank's 13F filing for Q4 2025, filed 21 Jan 2026.