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Crewe Advisors’s Iron Mountain IRM Stock Holding History

Crewe Advisors’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 		$78.6K Buy
622
+98
+19% +$12K 0.01% 374
2026
Q1 		$53.5K Buy
524
+19
+4% +$1.89K ﹤0.01% 373
2025
Q4 		$41.9K Buy
505
+5
+1% +$468 ﹤0.01% 388
2025
Q3 		$51K Sell
500
-2
-0.4% -$193 ﹤0.01% 376
2025
Q2 		$51.5K Sell
502
-3
-0.6% -$283 0.01% 290
2025
Q1 		$43.5K Buy
505
+500
+10,000% +$48.2K 0.01% 279
2024
Q4 		$526 Buy
5
+2
+67% +$235 ﹤0.01% 558
2024
Q3 		$357 Buy
+3
New +$321 ﹤0.01% 676
2023
Q4 		– Sell
-7
Closed -$417 – 564
2023
Q3 		$417 Buy
7
+2
+40% +$122 ﹤0.01% 398
2023
Q2 		$285 Buy
+5
New +$274 ﹤0.01% 677
2022
Q4 		– Sell
-3
Closed – – 1149
2022
Q3 		$0 Buy
+3
New +$151 ﹤0.01% 1263

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

Crewe Advisors's IRM Position: Q2 2026 in Review

Crewe Advisors increased its Iron Mountain (IRM) stake by 19% in Q2 2026, buying an estimated $12K and bringing the position to 622 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #374.

Crewe Advisors first reported a position in IRM in Q3 2022 and has held it in 11 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Crewe Advisors held 622 shares of Iron Mountain worth $78.6K as of Q2 2026.
  • Crewe Advisors bought 98 Iron Mountain shares in Q2 2026, an estimated $12K.
  • Iron Mountain made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #374 holding.
  • Crewe Advisors first reported a position in Iron Mountain in Q3 2022 and has held it in 11 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.