CS
IRM icon

Credential Securities’s Iron Mountain IRM Stock Holding History

Credential Securities’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
2018
Q2 		$521K Buy
14,883
+5,356
+56% +$181K 0.12% 109
2018
Q1 		$313K Buy
+9,527
New +$321K 0.07% 146

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Credential Securities's IRM Position: Q2 2018 in Review

Credential Securities increased its Iron Mountain (IRM) stake by 56% in Q2 2018, buying an estimated $181K and bringing the position to 14,883 shares worth $521K. The position accounts for 0.12% of the portfolio, ranked #109.

Credential Securities first reported a position in IRM in Q1 2018 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold IRM as of Q2 2018.

  • Credential Securities held 14,883 shares of Iron Mountain worth $521K as of Q2 2018.
  • Credential Securities bought 5,356 Iron Mountain shares in Q2 2018, an estimated $181K.
  • Iron Mountain made up 0.12% of Credential Securities's portfolio in Q2 2018, its #109 holding.
  • Credential Securities first reported a position in Iron Mountain in Q1 2018 and has held it in 2 quarters since.
  • 485 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.