Edgestream Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.43M | Sell |
19,236
-821
| -4% | -$101K | 0.07% | 459 |
|
|
2026
Q1 | $2.05M | Buy |
+20,057
| New | +$2M | 0.07% | 483 |
|
|
2025
Q4 | – | Sell |
-17,300
| Closed | -$1.76M | – | 1047 |
|
|
2025
Q3 | $1.76M | Sell |
17,300
-114,182
| -87% | -$11M | 0.05% | 556 |
|
|
2025
Q2 | $13.5M | Buy |
131,482
+53,883
| +69% | +$5.08M | 0.38% | 19 |
|
|
2025
Q1 | $6.68M | Sell |
77,599
-4,049
| -5% | -$390K | 0.23% | 141 |
|
|
2024
Q4 | $8.58M | Buy |
81,648
+57,930
| +244% | +$6.81M | 0.37% | 30 |
|
|
2024
Q3 | $2.82M | Sell |
23,718
-32,961
| -58% | -$3.53M | 0.12% | 298 |
|
|
2024
Q2 | $5.08M | Buy |
56,679
+33,803
| +148% | +$2.74M | 0.24% | 118 |
|
|
2024
Q1 | $1.83M | Sell |
22,876
-33,446
| -59% | -$2.42M | 0.09% | 353 |
|
|
2023
Q4 | $3.94M | Buy |
56,322
+49,586
| +736% | +$3.11M | 0.28% | 68 |
|
|
2023
Q3 | $400K | Sell |
6,736
-59,180
| -90% | -$3.62M | 0.03% | 642 |
|
|
2023
Q2 | $3.75M | Buy |
65,916
+24,153
| +58% | +$1.32M | 0.34% | 41 |
|
|
2023
Q1 | $2.21M | Buy |
41,763
+8,928
| +27% | +$468K | 0.24% | 124 |
|
|
2022
Q4 | $1.64M | Buy |
32,835
+9,626
| +41% | +$486K | 0.18% | 184 |
|
|
2022
Q3 | $1.02M | Sell |
23,209
-45,814
| -66% | -$2.31M | 0.08% | 272 |
|
|
2022
Q2 | $3.36M | Buy |
69,023
+46,800
| +211% | +$2.46M | 0.27% | 126 |
|
|
2022
Q1 | $1.23M | Sell |
22,223
-35,267
| -61% | -$1.68M | 0.1% | 294 |
|
|
2021
Q4 | $3.01M | Buy |
57,490
+31,130
| +118% | +$1.47M | 0.19% | 159 |
|
|
2021
Q3 | $1.15M | Buy |
+26,360
| New | +$1.19M | 0.07% | 306 |
|
|
2021
Q2 | – | Sell |
-12,727
| Closed | -$471K | – | 496 |
|
|
2021
Q1 | $471K | Buy |
+12,727
| New | +$426K | 0.03% | 332 |
|
|
2020
Q4 | – | Sell |
-75,272
| Closed | -$2.02M | – | 389 |
|
|
2020
Q3 | $2.02M | Buy |
+75,272
| New | +$2.14M | 0.13% | 187 |
|
|
2019
Q3 | – | Sell |
-45,275
| Closed | -$1.42M | – | 286 |
|
|
2019
Q2 | $1.42M | Buy |
+45,275
| New | +$1.48M | 0.16% | 124 |
|
|
2019
Q1 | – | Sell |
-42,543
| Closed | -$1.38M | – | 249 |
|
|
2018
Q4 | $1.38M | Sell |
42,543
-29,921
| -41% | -$981K | 0.24% | 121 |
|
|
2018
Q3 | $2.5M | Sell |
72,464
-118,751
| -62% | -$4.23M | 0.43% | 84 |
|
|
2018
Q2 | $6.69M | Buy |
191,215
+55,987
| +41% | +$1.89M | 1.36% | 12 |
|
|
2018
Q1 | $4.44M | Buy |
+135,228
| New | +$4.56M | 0.87% | 28 |
|
Other funds holding IRM
Edgestream Partners's IRM Position: Q2 2026 in Review
Edgestream Partners reduced its Iron Mountain (IRM) stake by 4.1% in Q2 2026, selling an estimated $101K and leaving 19,236 shares worth $2.43M. The position accounts for 0.07% of the portfolio, ranked #459.
Edgestream Partners first reported a position in IRM in Q1 2018 and has held it in 26 quarters since. The position peaked at $13.5M in Q2 2025. 1,169 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- Edgestream Partners held 19,236 shares of Iron Mountain worth $2.43M as of Q2 2026.
- Edgestream Partners sold 821 Iron Mountain shares in Q2 2026, an estimated $101K.
- Iron Mountain made up 0.07% of Edgestream Partners's portfolio in Q2 2026, its #459 holding.
- Edgestream Partners first reported a position in Iron Mountain in Q1 2018 and has held it in 26 quarters since.
- Edgestream Partners's Iron Mountain position peaked at $13.5M in Q2 2025.
- 1,169 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.