Gradient Investments’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 | $3.74M | Buy |
29,602
+3,163
| +12% | +$388K | 0.05% | 212 |
|
|
2026
Q1 | $2.7M | Buy |
+26,439
| New | +$2.63M | 0.04% | 226 |
|
|
2024
Q3 | – | Sell |
-131
| Closed | -$11.7K | – | 807 |
|
|
2024
Q2 | $11.7K | Buy |
+131
| New | +$10.6K | ﹤0.01% | 715 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$529 | – | 1830 |
|
|
2023
Q1 | $529 | Hold |
10
| – | – | ﹤0.01% | 1277 |
|
|
2022
Q4 | $499 | Buy |
+10
| New | +$505 | ﹤0.01% | 1299 |
|
|
2020
Q2 | – | Sell |
-24
| Closed | -$1K | – | 1116 |
|
|
2020
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1022 |
|
|
2019
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1011 |
|
|
2019
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 952 |
|
|
2019
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 797 |
|
|
2018
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 873 |
|
|
2018
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 913 |
|
|
2018
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 902 |
|
|
2018
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 910 |
|
|
2017
Q4 | $1K | Buy |
+24
| New | +$952 | ﹤0.01% | 908 |
|
|
2017
Q3 | – | Sell |
-24
| Closed | -$1K | – | 466 |
|
|
2017
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 735 |
|
|
2017
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 718 |
|
|
2016
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 675 |
|
|
2016
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 653 |
|
|
2016
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 657 |
|
|
2016
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 667 |
|
|
2015
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 629 |
|
|
2015
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 545 |
|
|
2015
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 573 |
|
|
2015
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 587 |
|
|
2014
Q4 | $1K | Buy |
24
+2
| +9% | +$73 | ﹤0.01% | 525 |
|
|
2014
Q3 | $1K | Sell |
22
-89,657
| -100% | -$2.91M | ﹤0.01% | 447 |
|
|
2014
Q2 | $2.94M | Buy |
89,679
+11,889
| +15% | +$323K | 0.58% | 30 |
|
|
2014
Q1 | $1.98M | Buy |
77,790
+9,999
| +15% | +$256K | 0.46% | 66 |
|
|
2013
Q4 | $1.9M | Buy |
67,791
+11,847
| +21% | +$303K | 0.51% | 43 |
|
|
2013
Q3 | $1.4M | Buy |
+55,944
| New | +$1.42M | 0.44% | 68 |
|
Other funds holding IRM
Gradient Investments's IRM Position: Q2 2026 in Review
Gradient Investments increased its Iron Mountain (IRM) stake by 12% in Q2 2026, buying an estimated $388K and bringing the position to 29,602 shares worth $3.74M. The position accounts for 0.05% of the portfolio, ranked #212.
Gradient Investments first reported a position in IRM in Q3 2013 and has held it in 31 quarters since. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- Gradient Investments held 29,602 shares of Iron Mountain worth $3.74M as of Q2 2026.
- Gradient Investments bought 3,163 Iron Mountain shares in Q2 2026, an estimated $388K.
- Iron Mountain made up 0.05% of Gradient Investments's portfolio in Q2 2026, its #212 holding.
- Gradient Investments first reported a position in Iron Mountain in Q3 2013 and has held it in 31 quarters since.
- 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.