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Cynosure Group’s Iron Mountain IRM Stock Holding History

Cynosure 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
Q1 		– Sell
-11,000
Closed -$912K – 331
2025
Q4 		$912K Buy
11,000
+6,301
+134% +$590K 0.09% 73
2025
Q3 		$479K Hold
4,699
– – 0.05% 208
2025
Q2 		$482K Buy
4,699
+846
+22% +$79.7K 0.05% 179
2025
Q1 		$332K Buy
3,853
+989
+35% +$95.3K 0.05% 294
2024
Q4 		$301K Buy
+2,864
New +$337K 0.05% 236
2024
Q3 		– Sell
-4,334
Closed -$388K – 385
2024
Q2 		$388K Buy
4,334
+521
+14% +$42.2K 0.06% 220
2024
Q1 		$306K Buy
+3,813
New +$276K 0.05% 288

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cynosure Group's IRM Position: Q1 2026 in Review

Cynosure Group sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 11,000 shares — an estimated $912K sold.

Cynosure Group first reported a position in IRM in Q1 2024 and held it in 7 quarters. The position peaked at $912K in Q4 2025. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Cynosure Group reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 11,000 Iron Mountain shares in Q1 2026, an estimated $912K.
  • Cynosure Group first reported a position in Iron Mountain in Q1 2024 and held it in 7 quarters.
  • Cynosure Group's Iron Mountain position peaked at $912K in Q4 2025.
  • 1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.