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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
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

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

CX Institutional's IRM Position: Q2 2026 in Review

CX Institutional reduced its Iron Mountain (IRM) stake by 6.9% in Q2 2026, selling an estimated $49.5K and leaving 5,489 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #390.

CX Institutional first reported a position in IRM in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.15M in Q3 2025. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • CX Institutional held 5,489 shares of Iron Mountain worth $693K as of Q2 2026.
  • CX Institutional sold 404 Iron Mountain shares in Q2 2026, an estimated $49.5K.
  • Iron Mountain made up 0.02% of CX Institutional's portfolio in Q2 2026, its #390 holding.
  • CX Institutional first reported a position in Iron Mountain in Q1 2019 and has held it in 23 quarters since.
  • CX Institutional's Iron Mountain position peaked at $1.15M in Q3 2025.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.