Crown Wealth Group
IRM icon

Crown Wealth Group’s Iron Mountain IRM Stock Holding History

Crown Wealth 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
Q3 		$342K Buy
3,086
+91
+3% +$10.9K 0.08% 97
2026
Q2 		$378K Buy
2,995
+47
+2% +$5.76K 0.1% 91
2026
Q1 		$301K Sell
2,948
-113
-4% -$11.2K 0.09% 98
2025
Q4 		$254K Sell
3,061
-728
-19% -$68.1K 0.07% 112
2025
Q3 		$386K Buy
3,789
+11
+0.3% +$1.06K 0.12% 75
2025
Q2 		$388K Sell
3,778
-19
-0.5% -$1.79K 0.15% 70
2025
Q1 		$327K Buy
3,797
+39
+1% +$3.76K 0.17% 65
2024
Q4 		$395K Buy
3,758
+12
+0.3% +$1.41K 0.16% 72
2024
Q3 		$445K Sell
3,746
-615
-14% -$65.8K 0.19% 63
2024
Q2 		$391K Sell
4,361
-182
-4% -$14.7K 0.2% 58
2024
Q1 		$364K Buy
4,543
+153
+3% +$11.1K 0.19% 60
2023
Q4 		$307K Buy
4,390
+240
+6% +$15.1K 0.19% 59
2023
Q3 		$247K Hold
4,150
– – 0.19% 58
2023
Q2 		$236K Hold
4,150
– – 0.19% 57
2023
Q1 		$220K Hold
4,150
– – 0.18% 56
2022
Q4 		$207K Buy
+4,150
New +$209K 0.19% 64
2022
Q3 		– Sell
-5,150
Closed -$251K – 64
2022
Q2 		$251K Hold
5,150
– – 0.23% 57
2022
Q1 		$285K Buy
+5,150
New +$245K 0.2% 71

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Crown Wealth Group's IRM Position: Q3 2026 in Review

Crown Wealth Group increased its Iron Mountain (IRM) stake by 3% in Q3 2026, buying an estimated $10.9K and bringing the position to 3,086 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #97.

Crown Wealth Group first reported a position in IRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $445K in Q3 2024. 666 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Crown Wealth Group held 3,086 shares of Iron Mountain worth $342K as of Q3 2026.
  • Crown Wealth Group bought 91 Iron Mountain shares in Q3 2026, an estimated $10.9K.
  • Iron Mountain made up 0.08% of Crown Wealth Group's portfolio in Q3 2026, its #97 holding.
  • Crown Wealth Group first reported a position in Iron Mountain in Q1 2022 and has held it in 18 quarters since.
  • Crown Wealth Group's Iron Mountain position peaked at $445K in Q3 2024.
  • 666 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.