Highline Wealth Partners’s Iron Mountain IRM Stock Holding History

Highline Wealth 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 Q3	$30.3K	Buy	273 +9	+3%	+$1.08K	0.01%	344
2026 Q2	$33.3K	Sell	264 -10,239	-97%	-$1.26M	0.01%	296
2026 Q1	$1.07M	Sell	10,503 -2,388	-19%	-$238K	0.27%	49
2025 Q4	$1.07M	Sell	12,891 -2,308	-15%	-$216K	0.3%	45
2025 Q3	$1.55M	Sell	15,199 -1,412	-9%	-$136K	0.42%	44
2025 Q2	$1.7M	Sell	16,611 -673	-4%	-$63.4K	0.5%	40
2025 Q1	$1.49M	Sell	17,284 -833	-5%	-$80.3K	0.5%	44
2024 Q4	$1.9M	Sell	18,117 -270	-1%	-$31.7K	0.62%	36
2024 Q3	$2.18M	Sell	18,387 -143	-0.8%	-$15.3K	0.73%	36
2024 Q2	$1.66M	Sell	18,530 -246	-1%	-$19.9K	0.63%	37
2024 Q1	$1.51M	Sell	18,776 -1,481	-7%	-$107K	0.61%	35
2023 Q4	$1.42M	Buy	+20,257	New	+$1.27M	0.69%	36

Other funds holding IRM

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Highline Wealth Partners's IRM Position: Q3 2026 in Review

Highline Wealth Partners increased its Iron Mountain (IRM) stake by 3.4% in Q3 2026, buying an estimated $1.08K and bringing the position to 273 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #344.

Highline Wealth Partners first reported a position in IRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q3 2024. 428 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

Highline Wealth Partners held 273 shares of Iron Mountain worth $30.3K as of Q3 2026.
Highline Wealth Partners bought 9 Iron Mountain shares in Q3 2026, an estimated $1.08K.
Iron Mountain made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #344 holding.
Highline Wealth Partners first reported a position in Iron Mountain in Q4 2023 and has held it in 12 quarters since.
Highline Wealth Partners's Iron Mountain position peaked at $2.18M in Q3 2024.
428 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.