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Greenleaf Trust’s Iron Mountain IRM Stock Holding History

Greenleaf 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 		$927K Buy
9,079
+386
+4% +$38.4K 0.01% 356
2025
Q4 		$721K Sell
8,693
-284
-3% -$26.6K 0.01% 412
2025
Q3 		$915K Buy
8,977
+835
+10% +$80.4K 0.01% 348
2025
Q2 		$835K Buy
8,142
+774
+11% +$73K 0.01% 360
2025
Q1 		$634K Sell
7,368
-183
-2% -$17.6K 0.01% 436
2024
Q4 		$794K Buy
7,551
+165
+2% +$19.4K 0.01% 387
2024
Q3 		$878K Buy
7,386
+230
+3% +$24.6K 0.01% 366
2024
Q2 		$641K Sell
7,156
-1
-0% -$81 0.01% 412
2024
Q1 		$574K Sell
7,157
-37
-0.5% -$2.68K 0.01% 437
2023
Q4 		$503K Buy
7,194
+370
+5% +$23.2K 0.01% 460
2023
Q3 		$406K Sell
6,824
-277
-4% -$16.9K ﹤0.01% 499
2023
Q2 		$403K Sell
7,101
-342
-5% -$18.7K ﹤0.01% 504
2023
Q1 		$394K Sell
7,443
-13
-0.2% -$681 ﹤0.01% 521
2022
Q4 		$372K Buy
7,456
+742
+11% +$37.5K ﹤0.01% 515
2022
Q3 		$295K Buy
6,714
+185
+3% +$9.34K ﹤0.01% 541
2022
Q2 		$318K Buy
6,529
+885
+16% +$46.6K ﹤0.01% 530
2022
Q1 		$313K Buy
5,644
+215
+4% +$10.2K ﹤0.01% 577
2021
Q4 		$284K Sell
5,429
-112
-2% -$5.29K ﹤0.01% 617
2021
Q3 		$241K Buy
5,541
+357
+7% +$16.1K ﹤0.01% 652
2021
Q2 		$219K Buy
+5,184
New +$217K ﹤0.01% 676

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

Greenleaf Trust's IRM Position: Q1 2026 in Review

Greenleaf Trust increased its Iron Mountain (IRM) stake by 4.4% in Q1 2026, buying an estimated $38.4K and bringing the position to 9,079 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #356.

Greenleaf Trust first reported a position in IRM in Q2 2021 and has held it in 20 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Greenleaf Trust held 9,079 shares of Iron Mountain worth $927K as of Q1 2026.
  • Greenleaf Trust bought 386 Iron Mountain shares in Q1 2026, an estimated $38.4K.
  • Iron Mountain made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #356 holding.
  • Greenleaf Trust first reported a position in Iron Mountain in Q2 2021 and has held it in 20 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.