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Moody National Bank Trust Division’s Iron Mountain IRM Stock Holding History

Moody National Bank Trust Division’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 		$1.42M Buy
11,232
+22
+0.2% +$2.7K 0.12% 172
2026
Q1 		$1.14M Buy
11,210
+398
+4% +$39.6K 0.11% 181
2025
Q4 		$897K Sell
10,812
-8,130
-43% -$761K 0.09% 235
2025
Q3 		$1.93M Sell
18,942
-6,482
-25% -$624K 0.16% 128
2025
Q2 		$2.61M Buy
25,424
+1,474
+6% +$139K 0.24% 84
2025
Q1 		$2.06M Buy
23,950
+22
+0.1% +$2.12K 0.21% 101
2024
Q4 		$2.52M Sell
23,928
-2,187
-8% -$257K 0.26% 74
2024
Q3 		$3.1M Buy
26,115
+6,786
+35% +$726K 0.33% 59
2024
Q2 		$1.73M Buy
19,329
+626
+3% +$50.7K 0.13% 100
2024
Q1 		$1.5M Buy
18,703
+410
+2% +$29.7K 0.12% 127
2023
Q4 		$1.28M Sell
18,293
-12,252
-40% -$769K 0.1% 155
2023
Q3 		$1.82M Buy
30,545
+5,215
+21% +$319K 0.12% 135
2023
Q2 		$1.44M Buy
25,330
+437
+2% +$23.9K 0.1% 151
2023
Q1 		$1.32M Buy
24,893
+101
+0.4% +$5.29K 0.11% 158
2022
Q4 		$1.24M Buy
24,792
+14
+0.1% +$707 0.11% 158
2022
Q3 		$1.09M Buy
24,778
+7,758
+46% +$392K 0.11% 168
2022
Q2 		$829K Sell
17,020
-27,681
-62% -$1.46M 0.09% 191
2022
Q1 		$2.48M Sell
44,701
-6,379
-12% -$304K 0.08% 91
2021
Q4 		$2.67M Sell
51,080
-150,440
-75% -$7.11M 0.08% 92
2021
Q3 		$8.76M Sell
201,520
-233
-0.1% -$10.5K 0.13% 96
2021
Q2 		$8.54M Sell
201,753
-825
-0.4% -$34.6K 0.17% 98
2021
Q1 		$7.5M Sell
202,578
-160
-0.1% -$5.35K 0.18% 104
2020
Q4 		$5.98M Hold
202,738
– – 0.15% 131
2020
Q3 		$5.43M Hold
202,738
– – 0.17% 121
2020
Q2 		$5.29M Sell
202,738
-283
-0.1% -$7.15K 0.17% 112
2020
Q1 		$4.83M Buy
203,021
+66
+0% +$2K 0.17% 106
2019
Q4 		$6.47M Buy
202,955
+15
+0% +$492 0.17% 102
2019
Q3 		$6.57M Sell
202,940
-128
-0.1% -$4.02K 0.18% 92
2019
Q2 		$6.36M Hold
203,068
– – 0.18% 96
2019
Q1 		$7.2M Sell
203,068
-1,407
-0.7% -$49.7K 0.2% 91
2018
Q4 		$6.63M Hold
204,475
– – 0.19% 86
2018
Q3 		$7.06M Buy
204,475
+185,960
+1,004% +$6.62M 0.18% 95
2018
Q2 		$648K Hold
18,515
– – 0.03% 122
2018
Q1 		$608K Sell
18,515
-450
-2% -$15.2K 0.03% 126
2017
Q4 		$716K Buy
18,965
+545
+3% +$21.6K 0.03% 104
2017
Q3 		$716K Sell
18,420
-6,375
-26% -$238K 0.04% 102
2017
Q2 		$852K Hold
24,795
– – 0.04% 103
2017
Q1 		$884K Buy
24,795
+665
+3% +$23.5K 0.04% 95
2016
Q4 		$783K Hold
24,130
– – 0.04% 101
2016
Q3 		$906K Hold
24,130
– – 0.05% 82
2016
Q2 		$961K Hold
24,130
– – 0.05% 75
2016
Q1 		$818K Buy
+24,130
New +$693K 0.05% 86

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

Moody National Bank Trust Division's IRM Position: Q2 2026 in Review

Moody National Bank Trust Division increased its Iron Mountain (IRM) stake by 0.2% in Q2 2026, buying an estimated $2.7K and bringing the position to 11,232 shares worth $1.42M. The position accounts for 0.12% of the portfolio, ranked #172.

Moody National Bank Trust Division first reported a position in IRM in Q1 2016 and has held it in 42 quarters since. The position peaked at $8.76M in Q3 2021. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Moody National Bank Trust Division held 11,232 shares of Iron Mountain worth $1.42M as of Q2 2026.
  • Moody National Bank Trust Division bought 22 Iron Mountain shares in Q2 2026, an estimated $2.7K.
  • Iron Mountain made up 0.12% of Moody National Bank Trust Division's portfolio in Q2 2026, its #172 holding.
  • Moody National Bank Trust Division first reported a position in Iron Mountain in Q1 2016 and has held it in 42 quarters since.
  • Moody National Bank Trust Division's Iron Mountain position peaked at $8.76M in Q3 2021.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.