Inspire Trust Company’s Iron Mountain IRM Stock Holding History

Inspire Trust Company’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	$1.96M	Sell	15,500 -2,059	-12%	-$252K	0.27%	97
2026 Q1	$1.79M	Sell	17,559 -2,441	-12%	-$243K	0.28%	98
2025 Q4	$1.66M	Hold	20,000	–	–	0.27%	100
2025 Q3	$2.04M	Buy	20,000 +3,000	+18%	+$289K	0.37%	90
2025 Q2	$1.74M	Hold	17,000	–	–	0.36%	94
2025 Q1	$1.46M	Buy	17,000 +3,000	+21%	+$289K	0.35%	101
2024 Q4	$1.47M	Sell	14,000 -2,000	-13%	-$235K	0.38%	92
2024 Q3	$1.9M	Sell	16,000 -559	-3%	-$59.8K	0.52%	79
2024 Q2	$1.48M	Buy	16,559 +5,559	+51%	+$450K	0.49%	75
2024 Q1	$882K	Buy	11,000 +7,206	+190%	+$522K	0.49%	75
2023 Q4	$266K	Buy	+3,794	New	+$238K	0.27%	83

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Inspire Trust Company's IRM Position: Q2 2026 in Review

Inspire Trust Company reduced its Iron Mountain (IRM) stake by 12% in Q2 2026, selling an estimated $252K and leaving 15,500 shares worth $1.96M. The position accounts for 0.27% of the portfolio, ranked #97.

Inspire Trust Company first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Inspire Trust Company held 15,500 shares of Iron Mountain worth $1.96M as of Q2 2026.
Inspire Trust Company sold 2,059 Iron Mountain shares in Q2 2026, an estimated $252K.
Iron Mountain made up 0.27% of Inspire Trust Company's portfolio in Q2 2026, its #97 holding.
Inspire Trust Company first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
Inspire Trust Company's Iron Mountain position peaked at $2.04M in Q3 2025.
1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Inspire Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.