CI
IRM icon

CX Institutional’s Iron Mountain IRM Stock Holding History

CX Institutional’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 		$552K Sell
4,971
-518
-9% -$62.1K 0.02% 448
2026
Q2 		$693K Sell
5,489
-404
-7% -$49.5K 0.02% 390
2026
Q1 		$602K Sell
5,893
-653
-10% -$65K 0.02% 421
2025
Q4 		$543K Sell
6,546
-4,700
-42% -$440K 0.02% 399
2025
Q3 		$1.15M Buy
11,246
+9,501
+544% +$915K 0.03% 280
2025
Q2 		$179K Sell
1,745
-56
-3% -$5.28K 0.01% 662
2025
Q1 		$155K Sell
1,801
-3,000
-62% -$289K 0.01% 664
2024
Q4 		$505K Buy
4,801
+28
+0.6% +$3.29K 0.02% 343
2024
Q3 		$567K Buy
4,773
+29
+0.6% +$3.1K 0.03% 355
2024
Q2 		$425K Sell
4,744
-13
-0.3% -$1.05K 0.02% 388
2024
Q1 		$382K Buy
4,757
+29
+0.6% +$2.1K 0.02% 405
2023
Q4 		$331K Sell
4,728
-8
-0.2% -$502 0.02% 385
2023
Q3 		$282K Buy
+4,736
New +$289K 0.02% 412
2022
Q3 		– Sell
-682
Closed -$33K – 801
2022
Q2 		$33K Buy
+682
New +$35.9K ﹤0.01% 750
2021
Q4 		– Sell
-510
Closed -$22K – 624
2021
Q3 		$22K Buy
510
+68
+15% +$3.06K ﹤0.01% 726
2021
Q2 		$19K Buy
442
+90
+26% +$3.77K ﹤0.01% 748
2021
Q1 		$13K Buy
352
+74
+27% +$2.47K ﹤0.01% 735
2020
Q4 		$8K Buy
278
+198
+248% +$5.49K ﹤0.01% 752
2020
Q3 		$2K Buy
80
+55
+220% +$1.56K ﹤0.01% 810
2020
Q2 		$1K Buy
+25
New +$631 ﹤0.01% 808
2020
Q1 		– Sell
-32
Closed -$1K – 783
2019
Q4 		$1K Sell
32
-77
-71% -$2.52K ﹤0.01% 710
2019
Q3 		$4K Sell
109
-335
-75% -$10.5K ﹤0.01% 623
2019
Q2 		$14K Sell
444
-3,100
-87% -$102K ﹤0.01% 436
2019
Q1 		$126K Buy
+3,544
New +$125K 0.02% 250

Other funds holding IRM

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CX Institutional's IRM Position: Q3 2026 in Review

CX Institutional reduced its Iron Mountain (IRM) stake by 9.4% in Q3 2026, selling an estimated $62.1K and leaving 4,971 shares worth $552K. The position accounts for 0.02% of the portfolio, ranked #448.

CX Institutional first reported a position in IRM in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.15M in Q3 2025. 45 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • CX Institutional held 4,971 shares of Iron Mountain worth $552K as of Q3 2026.
  • CX Institutional sold 518 Iron Mountain shares in Q3 2026, an estimated $62.1K.
  • Iron Mountain made up 0.02% of CX Institutional's portfolio in Q3 2026, its #448 holding.
  • CX Institutional first reported a position in Iron Mountain in Q1 2019 and has held it in 24 quarters since.
  • CX Institutional's Iron Mountain position peaked at $1.15M in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.