Sigma Planning Corp’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 | $312K | Sell |
2,468
-206
| -8% | -$25.3K | 0.01% | 1113 |
|
|
2026
Q1 | $273K | Sell |
2,674
-931
| -26% | -$92.6K | 0.01% | 1089 |
|
|
2025
Q4 | $299K | Buy |
3,605
+193
| +6% | +$18.1K | 0.01% | 1025 |
|
|
2025
Q3 | $348K | Sell |
3,412
-417
| -11% | -$40.2K | 0.01% | 976 |
|
|
2025
Q2 | $393K | Sell |
3,829
-311
| -8% | -$29.3K | 0.01% | 877 |
|
|
2025
Q1 | $356K | Buy |
4,140
+868
| +27% | +$83.6K | 0.01% | 873 |
|
|
2024
Q4 | $344K | Sell |
3,272
-1,329
| -29% | -$156K | 0.01% | 884 |
|
|
2024
Q3 | $547K | Sell |
4,601
-736
| -14% | -$78.7K | 0.02% | 711 |
|
|
2024
Q2 | $478K | Sell |
5,337
-1,285
| -19% | -$104K | 0.02% | 741 |
|
|
2024
Q1 | $531K | Buy |
6,622
+2,813
| +74% | +$204K | 0.02% | 735 |
|
|
2023
Q4 | $267K | Sell |
3,809
-3,667
| -49% | -$230K | 0.02% | 668 |
|
|
2023
Q3 | $445K | Sell |
7,476
-979
| -12% | -$59.8K | 0.02% | 768 |
|
|
2023
Q2 | $480K | Sell |
8,455
-5,989
| -41% | -$328K | 0.02% | 746 |
|
|
2023
Q1 | $764K | Buy |
14,444
+53
| +0.4% | +$2.78K | 0.03% | 625 |
|
|
2022
Q4 | $717K | Buy |
14,391
+2,324
| +19% | +$117K | 0.03% | 616 |
|
|
2022
Q3 | $531K | Buy |
12,067
+164
| +1% | +$8.28K | 0.02% | 712 |
|
|
2022
Q2 | $580K | Sell |
11,903
-702
| -6% | -$36.9K | 0.02% | 698 |
|
|
2022
Q1 | $698K | Sell |
12,605
-136
| -1% | -$6.48K | 0.02% | 691 |
|
|
2021
Q4 | $667K | Sell |
12,741
-135
| -1% | -$6.38K | 0.02% | 714 |
|
|
2021
Q3 | $559K | Sell |
12,876
-5,240
| -29% | -$236K | 0.02% | 769 |
|
|
2021
Q2 | $767K | Sell |
18,116
-1,920
| -10% | -$80.5K | 0.02% | 648 |
|
|
2021
Q1 | $742K | Sell |
20,036
-8,472
| -30% | -$283K | 0.02% | 607 |
|
|
2020
Q4 | $840K | Sell |
28,508
-5,193
| -15% | -$144K | 0.03% | 492 |
|
|
2020
Q3 | $903K | Sell |
33,701
-1,398
| -4% | -$39.8K | 0.04% | 427 |
|
|
2020
Q2 | $916K | Buy |
35,099
+3,414
| +11% | +$86.2K | 0.04% | 410 |
|
|
2020
Q1 | $754K | Sell |
31,685
-30,534
| -49% | -$924K | 0.04% | 384 |
|
|
2019
Q4 | $1.98M | Buy |
62,219
+11,120
| +22% | +$365K | 0.08% | 244 |
|
|
2019
Q3 | $1.66M | Buy |
51,099
+9,226
| +22% | +$290K | 0.08% | 260 |
|
|
2019
Q2 | $1.31M | Buy |
41,873
+4,551
| +12% | +$149K | 0.07% | 287 |
|
|
2019
Q1 | $1.32M | Buy |
37,322
+6,772
| +22% | +$239K | 0.08% | 263 |
|
|
2018
Q4 | $990K | Buy |
30,550
+14,862
| +95% | +$487K | 0.07% | 263 |
|
|
2018
Q3 | $542K | Buy |
15,688
+4,045
| +35% | +$144K | 0.03% | 462 |
|
|
2018
Q2 | $408K | Buy |
11,643
+3,217
| +38% | +$109K | 0.03% | 520 |
|
|
2018
Q1 | $277K | Sell |
8,426
-90
| -1% | -$3.03K | 0.02% | 638 |
|
|
2017
Q4 | $321K | Sell |
8,516
-1,200
| -12% | -$47.6K | 0.02% | 579 |
|
|
2017
Q3 | $378K | Buy |
+9,716
| New | +$363K | 0.03% | 519 |
|
Other funds holding IRM
Sigma Planning Corp's IRM Position: Q2 2026 in Review
Sigma Planning Corp reduced its Iron Mountain (IRM) stake by 7.7% in Q2 2026, selling an estimated $25.3K and leaving 2,468 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #1113.
Sigma Planning Corp first reported a position in IRM in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.98M in Q4 2019. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- Sigma Planning Corp held 2,468 shares of Iron Mountain worth $312K as of Q2 2026.
- Sigma Planning Corp sold 206 Iron Mountain shares in Q2 2026, an estimated $25.3K.
- Iron Mountain made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1113 holding.
- Sigma Planning Corp first reported a position in Iron Mountain in Q3 2017 and has held it in 36 quarters since.
- Sigma Planning Corp's Iron Mountain position peaked at $1.98M in Q4 2019.
- 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.