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Csenge Advisory Group’s Iron Mountain IRM Stock Holding History

Csenge Advisory 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 		$496K Sell
3,926
-111
-3% -$13.6K 0.02% 466
2026
Q1 		$412K Buy
4,037
+1,495
+59% +$149K 0.02% 479
2025
Q4 		$211K Sell
2,542
-103
-4% -$9.64K 0.01% 679
2025
Q3 		$270K Sell
2,645
-5,192
-66% -$500K 0.01% 570
2025
Q2 		$774K Buy
7,837
+100
+1% +$9.43K 0.04% 320
2025
Q1 		$652K Sell
7,737
-4,137
-35% -$399K 0.04% 336
2024
Q4 		$1.25M Buy
11,874
+574
+5% +$67.4K 0.07% 223
2024
Q3 		$1.36M Buy
11,300
+1,785
+19% +$191K 0.07% 205
2024
Q2 		$853K Buy
9,515
+114
+1% +$9.23K 0.05% 289
2024
Q1 		$754K Sell
9,401
-3,400
-27% -$246K 0.04% 322
2023
Q4 		$896K Buy
12,801
+711
+6% +$44.6K 0.06% 256
2023
Q3 		$719K Sell
12,090
-2,043
-14% -$125K 0.05% 282
2023
Q2 		$803K Buy
14,133
+1,080
+8% +$59.1K 0.05% 261
2023
Q1 		$691K Sell
13,053
-301
-2% -$15.8K 0.05% 272
2022
Q4 		$666K Buy
13,354
+4,825
+57% +$244K 0.05% 284
2022
Q3 		$375K Sell
8,529
-13
-0.2% -$656 0.03% 406
2022
Q2 		$416K Buy
8,542
+1,585
+23% +$83.4K 0.03% 373
2022
Q1 		$385K Buy
+6,957
New +$331K 0.03% 433
2020
Q4 		– Sell
-8,250
Closed -$224K – 443
2020
Q3 		$224K Buy
+8,250
New +$235K 0.03% 363
2018
Q4 		– Sell
-78
Closed -$2K – 803
2018
Q3 		$2K Buy
+78
New +$2.78K ﹤0.01% 761

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

Csenge Advisory Group's IRM Position: Q2 2026 in Review

Csenge Advisory Group reduced its Iron Mountain (IRM) stake by 2.7% in Q2 2026, selling an estimated $13.6K and leaving 3,926 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #466.

Csenge Advisory Group first reported a position in IRM in Q3 2018 and has held it in 20 quarters since. The position peaked at $1.36M in Q3 2024. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Csenge Advisory Group held 3,926 shares of Iron Mountain worth $496K as of Q2 2026.
  • Csenge Advisory Group sold 111 Iron Mountain shares in Q2 2026, an estimated $13.6K.
  • Iron Mountain made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #466 holding.
  • Csenge Advisory Group first reported a position in Iron Mountain in Q3 2018 and has held it in 20 quarters since.
  • Csenge Advisory Group's Iron Mountain position peaked at $1.36M in Q3 2024.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.