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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Crown Wealth Group's IRM Position: Q2 2026 in Review

Crown Wealth Group increased its Iron Mountain (IRM) stake by 1.6% in Q2 2026, buying an estimated $5.76K and bringing the position to 2,995 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #91.

Crown Wealth Group first reported a position in IRM in Q1 2022 and has held it in 17 quarters since. The position peaked at $445K in Q3 2024. 427 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Crown Wealth Group held 2,995 shares of Iron Mountain worth $378K as of Q2 2026.
Crown Wealth Group bought 47 Iron Mountain shares in Q2 2026, an estimated $5.76K.
Iron Mountain made up 0.1% of Crown Wealth Group's portfolio in Q2 2026, its #91 holding.
Crown Wealth Group first reported a position in Iron Mountain in Q1 2022 and has held it in 17 quarters since.
Crown Wealth Group's Iron Mountain position peaked at $445K in Q3 2024.
427 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.