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Mechanics Bank - Trust Department’s Iron Mountain IRM Stock Holding History

Mechanics Bank - Trust Department’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 		$1.14M Sell
9,042
-231
-2% -$28.3K 0.14% 119
2026
Q1 		$947K Buy
9,273
+444
+5% +$44.2K 0.13% 122
2025
Q4 		$732K Buy
8,829
+3,736
+73% +$350K 0.1% 135
2025
Q3 		$519K Buy
5,093
+610
+14% +$58.8K 0.07% 148
2025
Q2 		$460K Buy
4,483
+1,055
+31% +$99.5K 0.07% 160
2025
Q1 		$295K Buy
+3,428
New +$330K 0.04% 185

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

Mechanics Bank - Trust Department's IRM Position: Q2 2026 in Review

Mechanics Bank - Trust Department reduced its Iron Mountain (IRM) stake by 2.5% in Q2 2026, selling an estimated $28.3K and leaving 9,042 shares worth $1.14M. The position accounts for 0.14% of the portfolio, ranked #119.

Mechanics Bank - Trust Department first reported a position in IRM in Q1 2025 and has held it in 6 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Mechanics Bank - Trust Department held 9,042 shares of Iron Mountain worth $1.14M as of Q2 2026.
  • Mechanics Bank - Trust Department sold 231 Iron Mountain shares in Q2 2026, an estimated $28.3K.
  • Iron Mountain made up 0.14% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #119 holding.
  • Mechanics Bank - Trust Department first reported a position in Iron Mountain in Q1 2025 and has held it in 6 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.