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Southern Michigan Bank & Trust’s Iron Mountain IRM Stock Holding History

Southern Michigan Bank & Trust’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 		$36.1K Hold
286
– – 0.01% 231
2026
Q1 		$29.2K Buy
+286
New +$28.5K 0.01% 242

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Southern Michigan Bank & Trust's IRM Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Iron Mountain (IRM) position steady in Q2 2026 at 286 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #231.

Southern Michigan Bank & Trust first reported a position in IRM in Q1 2026 and has held it in 2 quarters since. 1,109 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Southern Michigan Bank & Trust held 286 shares of Iron Mountain worth $36.1K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #231 holding.
  • Southern Michigan Bank & Trust first reported a position in Iron Mountain in Q1 2026 and has held it in 2 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.