Fiduciary Trust’s Iron Mountain IRM Stock Holding History

Fiduciary Trust’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	$2.08M	Sell	20,316 -922	-4%	-$91.7K	0.02%	274
2025 Q4	$1.76M	Sell	21,238 -85	-0.4%	-$7.96K	0.02%	300
2025 Q3	$2.17M	Sell	21,323 -1,251	-6%	-$121K	0.02%	271
2025 Q2	$2.32M	Buy	22,574 +1,000	+5%	+$94.3K	0.03%	259
2025 Q1	$1.86M	Sell	21,574 -148	-0.7%	-$14.3K	0.02%	288
2024 Q4	$2.28M	Hold	21,722	–	–	0.03%	240
2024 Q3	$2.58M	Sell	21,722 -20	-0.1%	-$2.14K	0.04%	235
2024 Q2	$1.95M	Buy	21,742 +246	+1%	+$19.9K	0.03%	249
2024 Q1	$1.72M	Buy	21,496 +242	+1%	+$17.5K	0.03%	272
2023 Q4	$1.49M	Sell	21,254 -252	-1%	-$15.8K	0.02%	279
2023 Q3	$1.28M	Hold	21,506	–	–	0.02%	283
2023 Q2	$1.22M	Buy	21,506 +157	+0.7%	+$8.6K	0.02%	301
2023 Q1	$1.13M	Sell	21,349 -780	-4%	-$40.9K	0.02%	306
2022 Q4	$1.1M	Buy	22,129 +170	+0.8%	+$8.58K	0.02%	319
2022 Q3	$965K	Sell	21,959 -101	-0.5%	-$5.1K	0.02%	327
2022 Q2	$1.07M	Buy	22,060 +120	+0.5%	+$6.32K	0.02%	317
2022 Q1	$1.22M	Buy	21,940 +1,263	+6%	+$60.2K	0.02%	313
2021 Q4	$1.08M	Sell	20,677 -1	-0%	-$47	0.02%	339
2021 Q3	$898K	Hold	20,678	–	–	0.02%	353
2021 Q2	$875K	Hold	20,678	–	–	0.02%	357
2021 Q1	$765K	Sell	20,678 -6	-0%	-$201	0.02%	379
2020 Q4	$610K	Hold	20,684	–	–	0.01%	397
2020 Q3	$554K	Sell	20,684 -9,440	-31%	-$269K	0.01%	377
2020 Q2	$786K	Sell	30,124 -960	-3%	-$24.2K	0.02%	308
2020 Q1	$740K	Sell	31,084 -2,710	-8%	-$82K	0.02%	292
2019 Q4	$1.08M	Sell	33,794 -10	-0%	-$328	0.03%	275
2019 Q3	$1.09M	Buy	33,804 +2,720	+9%	+$85.4K	0.03%	261
2019 Q2	$973K	Sell	31,084 -3	-0%	-$98	0.03%	263
2019 Q1	$1.1M	Buy	31,087 +1,503	+5%	+$53.1K	0.03%	245
2018 Q4	$959K	Sell	29,584 -13	-0%	-$426	0.03%	242
2018 Q3	$1.02M	Hold	29,597	–	–	0.03%	250
2018 Q2	$1.04M	Buy	29,597 +13	+0%	+$439	0.03%	247
2018 Q1	$972K	Hold	29,584	–	–	0.03%	254
2017 Q4	$1.12M	Hold	29,584	–	–	0.03%	240
2017 Q3	$1.15M	Hold	29,584	–	–	0.04%	235
2017 Q2	$1.02M	Hold	29,584	–	–	0.03%	244
2017 Q1	$1.05M	Hold	29,584	–	–	0.03%	249
2016 Q4	$961K	Hold	29,584	–	–	0.03%	260
2016 Q3	$1.11M	Hold	29,584	–	–	0.04%	237
2016 Q2	$1.18M	Hold	29,584	–	–	0.04%	232
2016 Q1	$1M	Sell	29,584 -1,238	-4%	-$35.6K	0.04%	253
2015 Q4	$833K	Buy	30,822 +643	+2%	+$18.9K	0.04%	252
2015 Q3	$936K	Buy	30,179 +600	+2%	+$17.9K	0.04%	218
2015 Q2	$917K	Hold	29,579	–	–	0.04%	222
2015 Q1	$1.08M	Hold	29,579	–	–	0.04%	202
2014 Q4	$1.14M	Buy	29,579 +1,994	+7%	+$72.5K	0.05%	200
2014 Q3	$901K	Sell	27,585 -2,262	-8%	-$73.3K	0.04%	194
2014 Q2	$978K	Hold	29,847	–	–	0.04%	192
2014 Q1	$760K	Hold	29,847	–	–	0.03%	202
2013 Q4	$837K	Hold	29,847	–	–	0.04%	189
2013 Q3	$744K	Hold	29,847	–	–	0.03%	190
2013 Q2	$734K	Buy	+29,847	New	+$963K	0.03%	191

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fiduciary Trust's IRM Position: Q1 2026 in Review

Fiduciary Trust reduced its Iron Mountain (IRM) stake by 4.3% in Q1 2026, selling an estimated $91.7K and leaving 20,316 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #274.

Fiduciary Trust first reported a position in IRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.58M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Fiduciary Trust held 20,316 shares of Iron Mountain worth $2.08M as of Q1 2026.
Fiduciary Trust sold 922 Iron Mountain shares in Q1 2026, an estimated $91.7K.
Iron Mountain made up 0.02% of Fiduciary Trust's portfolio in Q1 2026, its #274 holding.
Fiduciary Trust first reported a position in Iron Mountain in Q2 2013 and has held it in 52 quarters since.
Fiduciary Trust's Iron Mountain position peaked at $2.58M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.