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Cresset Asset Management’s Iron Mountain IRM Stock Holding History

Cresset Asset 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
Q2 		$788K Sell
6,190
-1,735
-22% -$213K ﹤0.01% 1005
2026
Q1 		$816K Buy
7,925
+1,214
+18% +$121K ﹤0.01% 870
2025
Q4 		$562K Buy
6,711
+2,907
+76% +$272K ﹤0.01% 1017
2025
Q3 		$391K Hold
3,804
– – ﹤0.01% 1143
2025
Q2 		$393K Buy
+3,804
New +$359K ﹤0.01% 1029
2025
Q1 		– Sell
-3,317
Closed -$349K – 1790
2024
Q4 		$349K Sell
3,317
-71
-2% -$8.34K ﹤0.01% 1271
2024
Q3 		$403K Hold
3,388
– – ﹤0.01% 1648
2024
Q2 		$304K Buy
3,388
+317
+10% +$25.7K ﹤0.01% 1713
2024
Q1 		$246K Sell
3,071
-35
-1% -$2.53K ﹤0.01% 1676
2023
Q4 		$217K Buy
+3,106
New +$195K ﹤0.01% 1658
2023
Q2 		– Sell
-16,001
Closed -$855K – 1910
2023
Q1 		$855K Buy
16,001
+195
+1% +$10.2K 0.02% 374
2022
Q4 		$704K Sell
15,806
-1,832
-10% -$92.5K 0.01% 370
2022
Q3 		$785K Sell
17,638
-332
-2% -$16.8K 0.01% 402
2022
Q2 		$870K Buy
17,970
+1,547
+9% +$81.4K 0.01% 408
2022
Q1 		$920K Sell
16,423
-274
-2% -$13.1K 0.01% 430
2021
Q4 		$884K Buy
16,697
+12,094
+263% +$572K 0.01% 497
2021
Q3 		$202K Buy
+4,603
New +$207K ﹤0.01% 1030
2019
Q2 		– Sell
-227
Closed -$8K – 1053
2019
Q1 		$8K Buy
227
+49
+28% +$1.73K ﹤0.01% 1226
2018
Q4 		$6K Buy
+178
New +$5.84K ﹤0.01% 976

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

Cresset Asset Management's IRM Position: Q2 2026 in Review

Cresset Asset Management reduced its Iron Mountain (IRM) stake by 22% in Q2 2026, selling an estimated $213K and leaving 6,190 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Cresset Asset Management first reported a position in IRM in Q4 2018 and has held it in 19 quarters since. The position peaked at $920K in Q1 2022. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Cresset Asset Management held 6,190 shares of Iron Mountain worth $788K as of Q2 2026.
  • Cresset Asset Management sold 1,735 Iron Mountain shares in Q2 2026, an estimated $213K.
  • Iron Mountain made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1005 holding.
  • Cresset Asset Management first reported a position in Iron Mountain in Q4 2018 and has held it in 19 quarters since.
  • Cresset Asset Management's Iron Mountain position peaked at $920K in Q1 2022.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.