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Heritage Trust’s Iron Mountain IRM Stock Holding History

Heritage 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 		$3.75M Sell
29,698
-100
-0.3% -$12.3K 0.32% 79
2026
Q1 		$3.04M Buy
29,798
+1,992
+7% +$198K 0.31% 86
2025
Q4 		$2.31M Buy
27,806
+6,652
+31% +$623K 0.23% 97
2025
Q3 		$2.16M Sell
21,154
-21
-0.1% -$2.02K 0.23% 102
2025
Q2 		$2.17M Sell
21,175
-328
-2% -$30.9K 0.25% 100
2025
Q1 		$1.85M Sell
21,503
-652
-3% -$62.8K 0.22% 112
2024
Q4 		$2.33M Buy
+22,155
New +$2.6M 0.27% 91
2024
Q2 		$2.03M Sell
22,639
-238
-1% -$19.3K 0.27% 96
2024
Q1 		$1.83M Buy
22,877
+400
+2% +$29K 0.25% 104
2023
Q4 		$1.57M Buy
22,477
+817
+4% +$51.3K 0.22% 109
2023
Q3 		$1.29M Buy
21,660
+30
+0.1% +$1.83K 0.2% 111
2023
Q2 		$1.23M Buy
21,630
+2,265
+12% +$124K 0.18% 120
2023
Q1 		$1.02M Buy
19,365
+2,869
+17% +$150K 0.16% 127
2022
Q4 		$822K Buy
+16,496
New +$833K 0.13% 141

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

Heritage Trust's IRM Position: Q2 2026 in Review

Heritage Trust reduced its Iron Mountain (IRM) stake by 0.34% in Q2 2026, selling an estimated $12.3K and leaving 29,698 shares worth $3.75M. The position accounts for 0.32% of the portfolio, ranked #79.

Heritage Trust first reported a position in IRM in Q4 2022 and has held it in 14 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Heritage Trust held 29,698 shares of Iron Mountain worth $3.75M as of Q2 2026.
  • Heritage Trust sold 100 Iron Mountain shares in Q2 2026, an estimated $12.3K.
  • Iron Mountain made up 0.32% of Heritage Trust's portfolio in Q2 2026, its #79 holding.
  • Heritage Trust first reported a position in Iron Mountain in Q4 2022 and has held it in 14 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.