Cranbrook Wealth Management
IRM icon

Cranbrook Wealth Management’s Iron Mountain IRM Stock Holding History

Cranbrook Wealth Management’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
Q3 		– Sell
-300
Closed -$37.9K – 388
2026
Q2 		$37.9K Hold
300
– – 0.01% 215
2026
Q1 		$30.6K Hold
300
– – 0.01% 215
2025
Q4 		$24.9K Hold
300
– – ﹤0.01% 232
2025
Q3 		$30.6K Hold
300
– – 0.01% 228
2025
Q2 		$30.8K Hold
300
– – 0.01% 218
2025
Q1 		$25.8K Buy
+300
New +$28.9K 0.01% 219

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Cranbrook Wealth Management's IRM Position: Q3 2026 in Review

Cranbrook Wealth Management sold out of Iron Mountain (IRM) in Q3 2026, closing a stake of 300 shares — an estimated $37.9K sold.

Cranbrook Wealth Management first reported a position in IRM in Q1 2025 and held it in 6 quarters. The position peaked at $37.9K in Q2 2026. 687 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Cranbrook Wealth Management reported no remaining Iron Mountain position as of Q3 2026 after selling out during the quarter.
  • Cranbrook Wealth Management sold 300 Iron Mountain shares in Q3 2026, an estimated $37.9K.
  • Cranbrook Wealth Management first reported a position in Iron Mountain in Q1 2025 and held it in 6 quarters.
  • Cranbrook Wealth Management's Iron Mountain position peaked at $37.9K in Q2 2026.
  • 687 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.