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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pathstone Holdings's IRM Position: Q1 2026 in Review

Pathstone Holdings increased its Iron Mountain (IRM) stake by 4.1% in Q1 2026, buying an estimated $143K and bringing the position to 36,209 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #702.

Pathstone Holdings first reported a position in IRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.13M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Pathstone Holdings held 36,209 shares of Iron Mountain worth $3.7M as of Q1 2026.
Pathstone Holdings bought 1,439 Iron Mountain shares in Q1 2026, an estimated $143K.
Iron Mountain made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #702 holding.
Pathstone Holdings first reported a position in Iron Mountain in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Iron Mountain position peaked at $4.13M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.