Trustmark National Bank Trust Department’s Iron Mountain IRM Stock Holding History

Trustmark National Bank Trust Department’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 Q1	–	Sell	-3,593	Closed	-$378K	–	299
2024 Q4	$378K	Sell	3,593 -448	-11%	-$52.6K	0.03%	221
2024 Q3	$480K	Sell	4,041 -184	-4%	-$19.7K	0.04%	204
2024 Q2	$379K	Buy	+4,225	New	+$342K	0.03%	221

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Trustmark National Bank Trust Department's IRM Position: Q1 2025 in Review

Trustmark National Bank Trust Department sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 3,593 shares — an estimated $378K sold.

Trustmark National Bank Trust Department first reported a position in IRM in Q2 2024 and held it in 3 quarters. The position peaked at $480K in Q3 2024. 995 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Trustmark National Bank Trust Department reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Trustmark National Bank Trust Department sold 3,593 Iron Mountain shares in Q1 2025, an estimated $378K.
Trustmark National Bank Trust Department first reported a position in Iron Mountain in Q2 2024 and held it in 3 quarters.
Trustmark National Bank Trust Department's Iron Mountain position peaked at $480K in Q3 2024.
995 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2025, filed 12 May 2025.