Gradient Investments’s Iron Mountain IRM Stock Holding History

Gradient Investments’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 Q3	$3.21M	Sell	28,928 -674	-2%	-$80.7K	0.05%	227
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

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

WAM

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gradient Investments's IRM Position: Q3 2026 in Review

Gradient Investments reduced its Iron Mountain (IRM) stake by 2.3% in Q3 2026, selling an estimated $80.7K and leaving 28,928 shares worth $3.21M. The position accounts for 0.05% of the portfolio, ranked #227.

Gradient Investments first reported a position in IRM in Q3 2013 and has held it in 32 quarters since. The position peaked at $3.74M in Q2 2026. 45 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Gradient Investments held 28,928 shares of Iron Mountain worth $3.21M as of Q3 2026.
Gradient Investments sold 674 Iron Mountain shares in Q3 2026, an estimated $80.7K.
Iron Mountain made up 0.05% of Gradient Investments's portfolio in Q3 2026, its #227 holding.
Gradient Investments first reported a position in Iron Mountain in Q3 2013 and has held it in 32 quarters since.
Gradient Investments's Iron Mountain position peaked at $3.74M in Q2 2026.
45 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.