Philadelphia Trust Company’s Iron Mountain IRM Stock Holding History

Philadelphia Trust Company’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	$357K	Hold	3,500	–	–	0.03%	195
2025 Q4	$290K	Hold	3,500	–	–	0.02%	213
2025 Q3	$357K	Hold	3,500	–	–	0.03%	186
2025 Q2	$359K	Hold	3,500	–	–	0.03%	181
2025 Q1	$301K	Hold	3,500	–	–	0.03%	200
2024 Q4	$368K	Hold	3,500	–	–	0.03%	182
2024 Q3	$416K	Hold	3,500	–	–	0.03%	175
2024 Q2	$314K	Hold	3,500	–	–	0.02%	177
2024 Q1	$281K	Hold	3,500	–	–	0.02%	190
2023 Q4	$245K	Hold	3,500	–	–	0.02%	199
2023 Q3	$208K	Buy	+3,500	New	+$214K	0.02%	205

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

Philadelphia Trust Company's IRM Position: Q1 2026 in Review

Philadelphia Trust Company held its Iron Mountain (IRM) position steady in Q1 2026 at 3,500 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #195.

Philadelphia Trust Company first reported a position in IRM in Q3 2023 and has held it in 11 quarters since. The position peaked at $416K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Philadelphia Trust Company held 3,500 shares of Iron Mountain worth $357K as of Q1 2026.
Philadelphia Trust Company left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.03% of Philadelphia Trust Company's portfolio in Q1 2026, its #195 holding.
Philadelphia Trust Company first reported a position in Iron Mountain in Q3 2023 and has held it in 11 quarters since.
Philadelphia Trust Company's Iron Mountain position peaked at $416K in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.