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Texas Bank & Trust’s Iron Mountain IRM Stock Holding History

Texas 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
2025
Q4 		– Sell
-2,054
Closed -$209K – 184
2025
Q3 		$209K Hold
2,054
– – 0.08% 172
2025
Q2 		$211K Buy
+2,054
New +$194K 0.08% 176
2025
Q1 		– Sell
-2,334
Closed -$245K – 181
2024
Q4 		$245K Buy
+2,334
New +$274K 0.1% 162

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Texas Bank & Trust's IRM Position: Q4 2025 in Review

Texas Bank & Trust sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 2,054 shares — an estimated $209K sold.

Texas Bank & Trust first reported a position in IRM in Q4 2024 and held it in 3 quarters. The position peaked at $245K in Q4 2024. 1,012 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • Texas Bank & Trust reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • Texas Bank & Trust sold 2,054 Iron Mountain shares in Q4 2025, an estimated $209K.
  • Texas Bank & Trust first reported a position in Iron Mountain in Q4 2024 and held it in 3 quarters.
  • Texas Bank & Trust's Iron Mountain position peaked at $245K in Q4 2024.
  • 1,012 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Texas Bank & Trust's 13F filing for Q4 2025, filed 6 Feb 2026.