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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
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 $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

First National Trust's IRM Position: Q1 2026 in Review

First National Trust reduced its Iron Mountain (IRM) stake by 1.3% in Q1 2026, selling an estimated $64.2K and leaving 50,618 shares worth $5.17M. The position accounts for 0.18% of the portfolio, ranked #112.

First National Trust first reported a position in IRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.6M in Q1 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • First National Trust held 50,618 shares of Iron Mountain worth $5.17M as of Q1 2026.
  • First National Trust sold 645 Iron Mountain shares in Q1 2026, an estimated $64.2K.
  • Iron Mountain made up 0.18% of First National Trust's portfolio in Q1 2026, its #112 holding.
  • First National Trust first reported a position in Iron Mountain in Q4 2020 and has held it in 22 quarters since.
  • First National Trust's Iron Mountain position peaked at $8.6M in Q1 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.