Sheets Smith Wealth Management’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	$761K	Hold	6,025	–	–	0.08%	240
2026 Q1	$615K	Buy	6,025 +37	+0.6%	+$3.68K	0.07%	254
2025 Q4	$497K	Buy	5,988 +78	+1%	+$7.3K	0.05%	275
2025 Q3	$602K	Hold	5,910	–	–	0.07%	257
2025 Q2	$606K	Sell	5,910 -30	-0.5%	-$2.83K	0.07%	254
2025 Q1	$511K	Sell	5,940 -115	-2%	-$11.1K	0.06%	252
2024 Q4	$636K	Sell	6,055 -355	-6%	-$41.7K	0.08%	220
2024 Q3	$762K	Sell	6,410 -50	-0.8%	-$5.35K	0.09%	186
2024 Q2	$579K	Hold	6,460	–	–	0.07%	220
2024 Q1	$518K	Hold	6,460	–	–	0.06%	237
2023 Q4	$452K	Sell	6,460 -245	-4%	-$15.4K	0.06%	228
2023 Q3	$399K	Sell	6,705 -200	-3%	-$12.2K	0.06%	231
2023 Q2	$392K	Hold	6,905	–	–	0.06%	237
2023 Q1	$365K	Hold	6,905	–	–	0.06%	240
2022 Q4	$344K	Sell	6,905 -675	-9%	-$34.1K	0.05%	236
2022 Q3	$333K	Hold	7,580	–	–	0.06%	233
2022 Q2	$369K	Hold	7,580	–	–	0.06%	221
2022 Q1	$420K	Hold	7,580	–	–	0.06%	240
2021 Q4	$397K	Hold	7,580	–	–	0.05%	263
2021 Q3	$329K	Sell	7,580 -85	-1%	-$3.83K	0.04%	285
2021 Q2	$324K	Hold	7,665	–	–	0.04%	292
2021 Q1	$284K	Sell	7,665 -675	-8%	-$22.6K	0.04%	282
2020 Q4	$246K	Buy	8,340 +40	+0.5%	+$1.11K	0.04%	299
2020 Q3	$222K	Sell	8,300 -260	-3%	-$7.4K	0.04%	271
2020 Q2	$223K	Sell	8,560 -367	-4%	-$9.27K	0.04%	231
2020 Q1	$212K	Buy	8,927 +762	+9%	+$23.1K	0.04%	248
2019 Q4	$260K	Buy	8,165 +405	+5%	+$13.3K	0.05%	285
2019 Q3	$251K	Buy	7,760 +250	+3%	+$7.85K	0.05%	271
2019 Q2	$235K	Sell	7,510 -1,000	-12%	-$32.8K	0.05%	294
2019 Q1	$302K	Hold	8,510	–	–	0.07%	270
2018 Q4	$276K	Hold	8,510	–	–	0.07%	237
2018 Q3	$294K	Buy	8,510 +620	+8%	+$22.1K	0.06%	293
2018 Q2	$276K	Buy	7,890 +375	+5%	+$12.7K	0.06%	273
2018 Q1	$247K	Buy	+7,515	New	+$253K	0.06%	280

Other funds holding IRM