NorthCrest Asset Manangement’s Iron Mountain IRM Stock Holding History

NorthCrest Asset Manangement’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	$634K	Buy	5,304 +1,191	+29%	+$146K	0.02%	496
2026 Q1	$425K	Sell	4,113 -92	-2%	-$9.15K	0.01%	528
2025 Q4	$352K	Buy	4,205 +1,276	+44%	+$119K	0.01%	639
2025 Q3	$310K	Buy	2,929 +103	+4%	+$9.92K	0.01%	612
2025 Q2	$285K	Buy	+2,826	New	+$266K	0.01%	528
2025 Q1	–	Sell	-2,826	Closed	-$297K	–	610
2024 Q4	$297K	Hold	2,826	–	–	0.01%	488
2024 Q3	$336K	Hold	2,826	–	–	0.01%	466
2024 Q2	$253K	Sell	2,826 -37	-1%	-$3K	0.01%	476
2024 Q1	$230K	Hold	2,863	–	–	0.01%	479
2023 Q4	$200K	Sell	2,863 -34,706	-92%	-$2.18M	0.01%	495
2023 Q3	$2.23M	Buy	37,569 +1,543	+4%	+$94.3K	0.09%	178
2023 Q2	$2.05M	Buy	36,026 +399	+1%	+$21.8K	0.08%	179
2023 Q1	$1.89M	Buy	35,627 +27,215	+324%	+$1.43M	0.08%	181
2022 Q4	$419K	Sell	8,412 -27,321	-76%	-$1.38M	0.02%	301
2022 Q3	$1.57M	Buy	+35,733	New	+$1.8M	0.09%	161

Other funds holding IRM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

NorthCrest Asset Manangement's IRM Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Iron Mountain (IRM) stake by 29% in Q2 2026, buying an estimated $146K and bringing the position to 5,304 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #496.

NorthCrest Asset Manangement first reported a position in IRM in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.23M in Q3 2023. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

NorthCrest Asset Manangement held 5,304 shares of Iron Mountain worth $634K as of Q2 2026.
NorthCrest Asset Manangement bought 1,191 Iron Mountain shares in Q2 2026, an estimated $146K.
Iron Mountain made up 0.02% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #496 holding.
NorthCrest Asset Manangement first reported a position in Iron Mountain in Q3 2022 and has held it in 15 quarters since.
NorthCrest Asset Manangement's Iron Mountain position peaked at $2.23M in Q3 2023.
653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.