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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
Q2 		$1.14K Hold
9
– – ﹤0.01% 689
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 $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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Washington Trust Advisors's IRM Position: Q2 2026 in Review

Washington Trust Advisors held its Iron Mountain (IRM) position steady in Q2 2026 at 9 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Washington Trust Advisors first reported a position in IRM in Q3 2025 and has held it in 3 quarters since. The position peaked at $54K in Q3 2025. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Washington Trust Advisors held 9 shares of Iron Mountain worth $1.14K as of Q2 2026.
  • Washington Trust Advisors left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #689 holding.
  • Washington Trust Advisors first reported a position in Iron Mountain in Q3 2025 and has held it in 3 quarters since.
  • Washington Trust Advisors's Iron Mountain position peaked at $54K in Q3 2025.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.