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Private Trust Company’s Iron Mountain IRM Stock Holding History

Private 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 		$258K Sell
2,046
-2
-0.1% -$245 0.02% 713
2026
Q1 		$209K Buy
2,048
+23
+1% +$2.29K 0.02% 752
2025
Q4 		$168K Sell
2,025
-295
-13% -$27.6K 0.01% 828
2025
Q3 		$237K Sell
2,320
-85
-4% -$8.19K 0.02% 683
2025
Q2 		$247K Buy
2,405
+100
+4% +$9.43K 0.02% 651
2025
Q1 		$198K Sell
2,305
-549
-19% -$52.9K 0.02% 713
2024
Q4 		$300K Sell
2,854
-372
-12% -$43.7K 0.03% 548
2024
Q3 		$383K Buy
3,226
+68
+2% +$7.27K 0.04% 480
2024
Q2 		$283K Hold
3,158
– – 0.03% 543
2024
Q1 		$253K Sell
3,158
-580
-16% -$42K 0.03% 560
2023
Q4 		$262K Buy
3,738
+17
+0.5% +$1.07K 0.03% 522
2023
Q3 		$221K Sell
3,721
-152
-4% -$9.29K 0.03% 537
2023
Q2 		$220K Buy
3,873
+1,199
+45% +$65.6K 0.03% 532
2023
Q1 		$141K Sell
2,674
-521
-16% -$27.3K 0.02% 649
2022
Q4 		$159K Buy
3,195
+34
+1% +$1.72K 0.02% 583
2022
Q3 		$139K Hold
3,161
– – 0.02% 571
2022
Q2 		$154K Buy
+3,161
New +$166K 0.02% 554
2014
Q3 		– Sell
-63
Closed -$2K – 1977
2014
Q2 		$2K Hold
63
– – ﹤0.01% 1599
2014
Q1 		$2K Sell
63
-100
-61% -$2.56K ﹤0.01% 1480
2013
Q4 		$5K Sell
163
-17
-9% -$435 ﹤0.01% 1163
2013
Q3 		$4K Sell
180
-24
-12% -$610 ﹤0.01% 1196
2013
Q2 		$5K Buy
+204
New +$6.58K ﹤0.01% 1067

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

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

Private Trust Company reduced its Iron Mountain (IRM) stake by 0.1% in Q2 2026, selling an estimated $245 and leaving 2,046 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #713.

Private Trust Company first reported a position in IRM in Q2 2013 and has held it in 22 quarters since. The position peaked at $383K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Private Trust Company held 2,046 shares of Iron Mountain worth $258K as of Q2 2026.
  • Private Trust Company sold 2 Iron Mountain shares in Q2 2026, an estimated $245.
  • Iron Mountain made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #713 holding.
  • Private Trust Company first reported a position in Iron Mountain in Q2 2013 and has held it in 22 quarters since.
  • Private Trust Company's Iron Mountain position peaked at $383K in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.