Truist Financial
IRM icon

Truist Financial’s Iron Mountain IRM Stock Holding History

Truist Financial’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 		$4.22M Sell
33,422
-609
-2% -$74.7K 0.01% 1002
2026
Q1 		$3.48M Sell
34,031
-2,913
-8% -$290K ﹤0.01% 1022
2025
Q4 		$3.06M Sell
36,944
-7,974
-18% -$746K ﹤0.01% 1069
2025
Q3 		$4.58M Buy
44,918
+2,676
+6% +$258K 0.01% 923
2025
Q2 		$4.33M Sell
42,242
-842
-2% -$79.4K 0.01% 918
2025
Q1 		$3.71M Sell
43,084
-1,667
-4% -$161K 0.01% 945
2024
Q4 		$4.7M Sell
44,751
-21,874
-33% -$2.57M 0.01% 851
2024
Q3 		$7.92M Buy
66,625
+5,807
+10% +$621K 0.01% 663
2024
Q2 		$5.45M Sell
60,818
-2,637
-4% -$213K 0.01% 828
2024
Q1 		$5.09M Buy
63,455
+7,842
+14% +$568K 0.01% 874
2023
Q4 		$3.89M Sell
55,613
-11,703
-17% -$734K 0.01% 962
2023
Q3 		$4M Sell
67,316
-1,659
-2% -$101K 0.01% 924
2023
Q2 		$3.92M Sell
68,975
-577
-0.8% -$31.6K 0.01% 932
2023
Q1 		$3.68M Sell
69,552
-5,247
-7% -$275K 0.01% 958
2022
Q4 		$3.73M Sell
74,799
-23,278
-24% -$1.18M 0.01% 928
2022
Q3 		$4.31M Sell
98,077
-12,232
-11% -$618K 0.01% 844
2022
Q2 		$5.37M Sell
110,309
-343
-0.3% -$18.1K 0.01% 783
2022
Q1 		$6.13M Sell
110,652
-6,405
-5% -$305K 0.01% 818
2021
Q4 		$6.13M Sell
117,057
-14,929
-11% -$706K 0.01% 816
2021
Q3 		$5.74M Buy
131,986
+4,486
+4% +$202K 0.01% 825
2021
Q2 		$5.39M Buy
127,500
+19,342
+18% +$811K 0.01% 849
2021
Q1 		$4M Sell
108,158
-36,736
-25% -$1.23M 0.01% 942
2020
Q4 		$4.27M Buy
144,894
+18,321
+14% +$508K 0.01% 866
2020
Q3 		$3.39M Sell
126,573
-60
-0% -$1.71K 0.01% 872
2020
Q2 		$3.31M Sell
126,633
-16,856
-12% -$426K 0.01% 837
2020
Q1 		$3.42M Sell
143,489
-33,184
-19% -$1M 0.01% 782
2019
Q4 		$5.63M Buy
+176,673
New +$5.79M 0.01% 716

Other funds holding IRM

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial's IRM Position: Q2 2026 in Review

Truist Financial reduced its Iron Mountain (IRM) stake by 1.8% in Q2 2026, selling an estimated $74.7K and leaving 33,422 shares worth $4.22M. The position accounts for 0.01% of the portfolio, ranked #1002.

Truist Financial first reported a position in IRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.92M in Q3 2024. 559 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Truist Financial held 33,422 shares of Iron Mountain worth $4.22M as of Q2 2026.
  • Truist Financial sold 609 Iron Mountain shares in Q2 2026, an estimated $74.7K.
  • Iron Mountain made up 0.01% of Truist Financial's portfolio in Q2 2026, its #1002 holding.
  • Truist Financial first reported a position in Iron Mountain in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Iron Mountain position peaked at $7.92M in Q3 2024.
  • 559 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.