Chicago Partners Investment Group’s Iron Mountain IRM Stock Holding History

Chicago Partners Investment Group’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	$1.56M	Buy	12,489 +1,796	+17%	+$220K	0.03%	457
2026 Q1	$1.25M	Buy	10,693 +4,377	+69%	+$435K	0.03%	461
2025 Q4	$591K	Buy	6,316 +974	+18%	+$91.2K	0.01%	680
2025 Q3	$556K	Buy	5,342 +90	+2%	+$8.67K	0.01%	648
2025 Q2	$522K	Buy	5,252 +1,537	+41%	+$145K	0.02%	583
2025 Q1	$361K	Buy	3,715 +319	+9%	+$30.7K	0.01%	625
2024 Q4	$349K	Sell	3,396 -82	-2%	-$9.63K	0.01%	605
2024 Q3	$437K	Buy	3,478 +191	+6%	+$20.4K	0.02%	523
2024 Q2	$333K	Buy	+3,287	New	+$266K	0.01%	565
2018 Q1	–	Sell	-500	Closed	-$19K	–	934
2017 Q4	$19K	Buy	+500	New	+$19.8K	﹤0.01%	629

Other funds holding IRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Chicago Partners Investment Group's IRM Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Iron Mountain (IRM) stake by 17% in Q2 2026, buying an estimated $220K and bringing the position to 12,489 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #457.

Chicago Partners Investment Group first reported a position in IRM in Q4 2017 and has held it in 10 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Chicago Partners Investment Group held 12,489 shares of Iron Mountain worth $1.56M as of Q2 2026.
Chicago Partners Investment Group bought 1,796 Iron Mountain shares in Q2 2026, an estimated $220K.
Iron Mountain made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #457 holding.
Chicago Partners Investment Group first reported a position in Iron Mountain in Q4 2017 and has held it in 10 quarters since.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.