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Cromwell Holdings’s Iron Mountain IRM Stock Holding History

Cromwell Holdings’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 		$133K Buy
1,048
+49
+5% +$6.01K 0.06% 287
2026
Q1 		$103K Hold
999
– – 0.06% 322
2025
Q4 		$83.7K Buy
999
+138
+16% +$12.9K 0.05% 349
2025
Q3 		$88.4K Hold
861
– – 0.05% 349
2025
Q2 		$89K Buy
861
+32
+4% +$3.02K 0.05% 327
2025
Q1 		$72K Buy
829
+18
+2% +$1.74K 0.05% 355
2024
Q4 		$85.8K Hold
811
– – 0.05% 324
2024
Q3 		$97K Hold
811
– – 0.06% 302
2024
Q2 		$73.2K Buy
+811
New +$65.6K 0.04% 355

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

Cromwell Holdings's IRM Position: Q2 2026 in Review

Cromwell Holdings increased its Iron Mountain (IRM) stake by 4.9% in Q2 2026, buying an estimated $6.01K and bringing the position to 1,048 shares worth $133K. The position accounts for 0.06% of the portfolio, ranked #287.

Cromwell Holdings first reported a position in IRM in Q2 2024 and has held it in 9 quarters since. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Cromwell Holdings held 1,048 shares of Iron Mountain worth $133K as of Q2 2026.
  • Cromwell Holdings bought 49 Iron Mountain shares in Q2 2026, an estimated $6.01K.
  • Iron Mountain made up 0.06% of Cromwell Holdings's portfolio in Q2 2026, its #287 holding.
  • Cromwell Holdings first reported a position in Iron Mountain in Q2 2024 and has held it in 9 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.