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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
Q2 		– Sell
-11,822
Closed -$1.21M – 1019
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 Sell
5,302
-113
-2% -$13.3K 0.11% 212
2024
Q3 		$643K Hold
5,415
– – 0.1% 216
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 $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 $3.37T AUM 44.26% 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

Golden State Equity Partners's IRM Position: Q2 2026 in Review

Golden State Equity Partners sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 11,822 shares — an estimated $1.21M sold.

Golden State Equity Partners first reported a position in IRM in Q2 2023 and held it in 11 quarters. The position peaked at $1.21M in Q1 2026. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Golden State Equity Partners reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 11,822 Iron Mountain shares in Q2 2026, an estimated $1.21M.
  • Golden State Equity Partners first reported a position in Iron Mountain in Q2 2023 and held it in 11 quarters.
  • Golden State Equity Partners's Iron Mountain position peaked at $1.21M in Q1 2026.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.