Pathstone Holdings
IRM icon

Pathstone Holdings’s Iron Mountain IRM Stock Holding History

Pathstone Holdings’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 		$4.87M Buy
38,410
+2,201
+6% +$270K 0.01% 656
2026
Q1 		$3.7M Buy
36,209
+1,439
+4% +$143K 0.01% 702
2025
Q4 		$2.89M Sell
34,770
-492
-1% -$46K 0.01% 838
2025
Q3 		$3.6M Sell
35,262
-1,226
-3% -$118K 0.01% 697
2025
Q2 		$3.75M Buy
36,488
+316
+0.9% +$29.8K 0.01% 662
2025
Q1 		$3.12M Buy
36,172
+1,739
+5% +$168K 0.01% 749
2024
Q4 		$3.63M Sell
34,433
-272
-0.8% -$32K 0.02% 673
2024
Q3 		$4.13M Sell
34,705
-950
-3% -$102K 0.02% 622
2024
Q2 		$3.2M Sell
35,655
-2,551
-7% -$206K 0.01% 703
2024
Q1 		$3.07M Buy
38,206
+1,413
+4% +$102K 0.01% 712
2023
Q4 		$2.58M Buy
+36,793
New +$2.31M 0.01% 651

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

Pathstone Holdings's IRM Position: Q2 2026 in Review

Pathstone Holdings increased its Iron Mountain (IRM) stake by 6.1% in Q2 2026, buying an estimated $270K and bringing the position to 38,410 shares worth $4.87M. The position accounts for 0.01% of the portfolio, ranked #656.

Pathstone Holdings first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Pathstone Holdings held 38,410 shares of Iron Mountain worth $4.87M as of Q2 2026.
  • Pathstone Holdings bought 2,201 Iron Mountain shares in Q2 2026, an estimated $270K.
  • Iron Mountain made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #656 holding.
  • Pathstone Holdings first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.