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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
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 $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

Heritage Trust's IRM Position: Q1 2026 in Review

Heritage Trust increased its Iron Mountain (IRM) stake by 7.2% in Q1 2026, buying an estimated $198K and bringing the position to 29,798 shares worth $3.04M. The position accounts for 0.31% of the portfolio, ranked #86.

Heritage Trust first reported a position in IRM in Q4 2022 and has held it in 13 quarters since. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Heritage Trust held 29,798 shares of Iron Mountain worth $3.04M as of Q1 2026.
  • Heritage Trust bought 1,992 Iron Mountain shares in Q1 2026, an estimated $198K.
  • Iron Mountain made up 0.31% of Heritage Trust's portfolio in Q1 2026, its #86 holding.
  • Heritage Trust first reported a position in Iron Mountain in Q4 2022 and has held it in 13 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.