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Golden State Equity Partners’s Iron Mountain IRM Stock Holding History

Golden State Equity Partners’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 		$1.21M Buy
11,822
+5,481
+86% +$545K 0.09% 250
2025
Q4 		$526K Sell
6,341
-94
-1% -$8.8K 0.08% 272
2025
Q3 		$656K Buy
6,435
+89
+1% +$8.57K 0.11% 214
2025
Q2 		$651K Buy
6,346
+1,196
+23% +$113K 0.12% 207
2025
Q1 		$443K Sell
5,150
-152
-3% -$14.6K 0.09% 267
2024
Q4 		$557K Buy
+5,302
New +$623K 0.11% 212
2024
Q3 		– Sell
-5,415
Closed -$485K – 856
2024
Q2 		$485K Buy
+5,415
New +$438K 0.1% 224
2023
Q4 		$402K Sell
5,749
-62
-1% -$3.89K 0.1% 222
2023
Q3 		$345K Sell
5,811
-41
-0.7% -$2.5K 0.1% 224
2023
Q2 		$333K Buy
+5,852
New +$320K 0.09% 244

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

Golden State Equity Partners's IRM Position: Q1 2026 in Review

Golden State Equity Partners increased its Iron Mountain (IRM) stake by 86% in Q1 2026, buying an estimated $545K and bringing the position to 11,822 shares worth $1.21M. The position accounts for 0.09% of the portfolio, ranked #250.

Golden State Equity Partners first reported a position in IRM in Q2 2023 and has held it in 10 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Golden State Equity Partners held 11,822 shares of Iron Mountain worth $1.21M as of Q1 2026.
  • Golden State Equity Partners bought 5,481 Iron Mountain shares in Q1 2026, an estimated $545K.
  • Iron Mountain made up 0.09% of Golden State Equity Partners's portfolio in Q1 2026, its #250 holding.
  • Golden State Equity Partners first reported a position in Iron Mountain in Q2 2023 and has held it in 10 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.