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First National Trust’s Iron Mountain IRM Stock Holding History

First National 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
Q2 		$5.02M Sell
39,708
-10,910
-22% -$1.34M 0.17% 116
2026
Q1 		$5.17M Sell
50,618
-645
-1% -$64.2K 0.18% 112
2025
Q4 		$4.25M Buy
51,263
+24
+0% +$2.25K 0.14% 129
2025
Q3 		$5.22M Sell
51,239
-3,467
-6% -$334K 0.18% 115
2025
Q2 		$5.61M Sell
54,706
-5,494
-9% -$518K 0.21% 104
2025
Q1 		$5.18M Sell
60,200
-4,579
-7% -$441K 0.21% 105
2024
Q4 		$6.81M Sell
64,779
-3,858
-6% -$453K 0.26% 90
2024
Q3 		$8.16M Sell
68,637
-6,142
-8% -$657K 0.32% 75
2024
Q2 		$6.7M Sell
74,779
-32,455
-30% -$2.63M 0.28% 83
2024
Q1 		$8.6M Buy
107,234
+978
+0.9% +$70.8K 0.35% 70
2023
Q4 		$7.44M Sell
106,256
-5,208
-5% -$327K 0.33% 77
2023
Q3 		$6.63M Buy
111,464
+6,443
+6% +$394K 0.32% 81
2023
Q2 		$5.97M Buy
105,021
+88,870
+550% +$4.86M 0.28% 94
2023
Q1 		$855K Buy
16,151
+94
+0.6% +$4.93K 0.05% 215
2022
Q4 		$800K Hold
16,057
– – 0.04% 211
2022
Q3 		$706K Hold
16,057
– – 0.04% 219
2022
Q2 		$782K Hold
16,057
– – 0.04% 213
2022
Q1 		$890K Sell
16,057
-50
-0.3% -$2.38K 0.05% 217
2021
Q4 		$842K Buy
16,107
+50
+0.3% +$2.36K 0.04% 224
2021
Q3 		$698K Buy
16,057
+304
+2% +$13.7K 0.04% 227
2021
Q2 		$666K Buy
15,753
+165
+1% +$6.92K 0.04% 225
2021
Q1 		$577K Buy
15,588
+3,497
+29% +$117K 0.04% 233
2020
Q4 		$356K Buy
+12,091
New +$335K 0.02% 262

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

First National Trust's IRM Position: Q2 2026 in Review

First National Trust reduced its Iron Mountain (IRM) stake by 22% in Q2 2026, selling an estimated $1.34M and leaving 39,708 shares worth $5.02M. The position accounts for 0.17% of the portfolio, ranked #116.

First National Trust first reported a position in IRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.6M in Q1 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • First National Trust held 39,708 shares of Iron Mountain worth $5.02M as of Q2 2026.
  • First National Trust sold 10,910 Iron Mountain shares in Q2 2026, an estimated $1.34M.
  • Iron Mountain made up 0.17% of First National Trust's portfolio in Q2 2026, its #116 holding.
  • First National Trust first reported a position in Iron Mountain in Q4 2020 and has held it in 23 quarters since.
  • First National Trust's Iron Mountain position peaked at $8.6M in Q1 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.