First National Trust
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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
Q3 		$4.06M Sell
36,583
-3,125
-8% -$374K 0.14% 123
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

First National Trust's IRM Position: Q3 2026 in Review

First National Trust reduced its Iron Mountain (IRM) stake by 7.9% in Q3 2026, selling an estimated $374K and leaving 36,583 shares worth $4.06M. The position accounts for 0.14% of the portfolio, ranked #123.

First National Trust first reported a position in IRM in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.6M in Q1 2024. 732 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • First National Trust held 36,583 shares of Iron Mountain worth $4.06M as of Q3 2026.
  • First National Trust sold 3,125 Iron Mountain shares in Q3 2026, an estimated $374K.
  • Iron Mountain made up 0.14% of First National Trust's portfolio in Q3 2026, its #123 holding.
  • First National Trust first reported a position in Iron Mountain in Q4 2020 and has held it in 24 quarters since.
  • First National Trust's Iron Mountain position peaked at $8.6M in Q1 2024.
  • 732 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on First National Trust's 13F filing for Q3 2026, filed 28 Oct 2026.