Highline Wealth Partners’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
$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

Highline Wealth Partners's IRM Position: Q2 2026 in Review

Highline Wealth Partners reduced its Iron Mountain (IRM) stake by 97% in Q2 2026, selling an estimated $1.26M and leaving 264 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #296.

Highline Wealth Partners first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q3 2024. 153 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Highline Wealth Partners held 264 shares of Iron Mountain worth $33.3K as of Q2 2026.
  • Highline Wealth Partners sold 10,239 Iron Mountain shares in Q2 2026, an estimated $1.26M.
  • Iron Mountain made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #296 holding.
  • Highline Wealth Partners first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • Highline Wealth Partners's Iron Mountain position peaked at $2.18M in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.