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Crestwood Advisors Group’s Iron Mountain IRM Stock Holding History

Crestwood Advisors Group’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 		$1.67M Buy
13,246
+986
+8% +$121K 0.02% 255
2026
Q1 		$1.25M Buy
12,260
+1,017
+9% +$101K 0.02% 280
2025
Q4 		$933K Buy
11,243
+7,839
+230% +$734K 0.02% 291
2025
Q3 		$347K Buy
3,404
+357
+12% +$34.4K 0.01% 436
2025
Q2 		$313K Buy
3,047
+171
+6% +$16.1K 0.01% 438
2025
Q1 		$247K Sell
2,876
-195
-6% -$18.8K ﹤0.01% 456
2024
Q4 		$323K Buy
3,071
+81
+3% +$9.52K 0.01% 372
2024
Q3 		$355K Buy
2,990
+52
+2% +$5.56K 0.01% 348
2024
Q2 		$263K Buy
2,938
+7
+0.2% +$567 0.01% 373
2024
Q1 		$235K Buy
+2,931
New +$212K 0.01% 389

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

Crestwood Advisors Group's IRM Position: Q2 2026 in Review

Crestwood Advisors Group increased its Iron Mountain (IRM) stake by 8% in Q2 2026, buying an estimated $121K and bringing the position to 13,246 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #255.

Crestwood Advisors Group first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Crestwood Advisors Group held 13,246 shares of Iron Mountain worth $1.67M as of Q2 2026.
  • Crestwood Advisors Group bought 986 Iron Mountain shares in Q2 2026, an estimated $121K.
  • Iron Mountain made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #255 holding.
  • Crestwood Advisors Group first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.