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Loring Wolcott & Coolidge Fiduciary Advisors’s Iron Mountain IRM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 		$7.71K Sell
61
-121
-66% -$14.8K ﹤0.01% 531
2026
Q1 		$19.1K Buy
+182
New +$18.1K ﹤0.01% 491
2025
Q3 		– Sell
-355
Closed -$36.4K – 546
2025
Q2 		$36.4K Hold
355
– – ﹤0.01% 411
2025
Q1 		$29.9K Hold
355
– – ﹤0.01% 414
2024
Q4 		$36.9K Hold
355
– – ﹤0.01% 422
2024
Q3 		$44.7K Hold
355
– – ﹤0.01% 394
2024
Q2 		$35.5K Buy
+355
New +$28.7K ﹤0.01% 421
2022
Q1 		– Sell
-200
Closed -$10K – 678
2021
Q4 		$10K Buy
+200
New +$9.45K ﹤0.01% 599
2018
Q2 		– Sell
-2,351
Closed -$77K – 699
2018
Q1 		$77K Sell
2,351
-784
-25% -$26.4K ﹤0.01% 395
2017
Q4 		$118K Hold
3,135
– – ﹤0.01% 348
2017
Q3 		$122K Buy
3,135
+285
+10% +$10.6K ﹤0.01% 337
2017
Q2 		$104K Sell
2,850
-81
-3% -$2.83K ﹤0.01% 347
2017
Q1 		$105K Hold
2,931
– – ﹤0.01% 342
2016
Q4 		$95K Buy
2,931
+160
+6% +$5.32K ﹤0.01% 335
2016
Q3 		$104K Hold
2,771
– – ﹤0.01% 328
2016
Q2 		$110K Hold
2,771
– – ﹤0.01% 318
2016
Q1 		$94K Sell
2,771
-481
-15% -$13.8K ﹤0.01% 317
2015
Q4 		$88K Hold
3,252
– – ﹤0.01% 353
2015
Q3 		$101K Hold
3,252
– – ﹤0.01% 355
2015
Q2 		$101K Hold
3,252
– – ﹤0.01% 355
2015
Q1 		$119K Hold
3,252
– – ﹤0.01% 346
2014
Q4 		$126K Sell
3,252
-282
-8% -$10.3K ﹤0.01% 331
2014
Q3 		$115K Sell
3,534
-1,140
-24% -$37K ﹤0.01% 325
2014
Q2 		$153K Buy
4,674
+147
+3% +$3.99K ﹤0.01% 306
2014
Q1 		$115K Buy
4,527
+1,391
+44% +$35.6K ﹤0.01% 324
2013
Q4 		$88K Hold
3,136
– – ﹤0.01% 344
2013
Q3 		$78K Hold
3,136
– – ﹤0.01% 328
2013
Q2 		$77K Buy
+3,136
New +$101K ﹤0.01% 350

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IRM Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Iron Mountain (IRM) stake by 66% in Q2 2026, selling an estimated $14.8K and leaving 61 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IRM in Q2 2013 and has held it in 28 quarters since. The position peaked at $153K in Q2 2014. 853 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 61 shares of Iron Mountain worth $7.71K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 121 Iron Mountain shares in Q2 2026, an estimated $14.8K.
  • Iron Mountain made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #531 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Iron Mountain in Q2 2013 and has held it in 28 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Iron Mountain position peaked at $153K in Q2 2014.
  • 853 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.