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Washington Trust Advisors’s Iron Mountain IRM Stock Holding History

Washington Trust Advisors’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
Q1 		$919 Buy
+9
New +$895 ﹤0.01% 660
2025
Q4 		– Sell
-530
Closed -$54K – 638
2025
Q3 		$54K Buy
+530
New +$51.1K ﹤0.01% 352

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Washington Trust Advisors's IRM Position: Q1 2026 in Review

Washington Trust Advisors opened a new position in Iron Mountain (IRM) in Q1 2026: 9 shares worth $919. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Washington Trust Advisors previously reported a position in IRM as recently as Q3 2025.

Washington Trust Advisors first reported a position in IRM in Q3 2025 and has held it in 2 quarters since. The position peaked at $54K in Q3 2025. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Washington Trust Advisors held 9 shares of Iron Mountain worth $919 as of Q1 2026.
  • Iron Mountain was a new Washington Trust Advisors position in Q1 2026.
  • Iron Mountain made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #660 holding.
  • Washington Trust Advisors first reported a position in Iron Mountain in Q3 2025 and has held it in 2 quarters since.
  • Washington Trust Advisors's Iron Mountain position peaked at $54K in Q3 2025.
  • 1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.