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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
Q2 		$442K Hold
3,500
– – 0.03% 175
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
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

Philadelphia Trust Company's IRM Position: Q2 2026 in Review

Philadelphia Trust Company held its Iron Mountain (IRM) position steady in Q2 2026 at 3,500 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #175.

Philadelphia Trust Company first reported a position in IRM in Q3 2023 and has held it in 12 quarters since. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Philadelphia Trust Company held 3,500 shares of Iron Mountain worth $442K as of Q2 2026.
  • Philadelphia Trust Company left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.03% of Philadelphia Trust Company's portfolio in Q2 2026, its #175 holding.
  • Philadelphia Trust Company first reported a position in Iron Mountain in Q3 2023 and has held it in 12 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Philadelphia Trust Company's 13F filing for Q2 2026, filed 10 Aug 2026.