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Sound Income Strategies’s Iron Mountain IRM Stock Holding History

Sound Income Strategies’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 		$222K Buy
1,962
+84
+4% +$10.1K 0.01% 442
2026
Q2 		$237K Sell
1,878
-206
-10% -$25.3K 0.01% 430
2026
Q1 		$210K Sell
2,084
-330
-14% -$32.8K 0.01% 400
2025
Q4 		$232K Buy
2,414
+1,304
+117% +$122K 0.01% 382
2025
Q3 		$116K Buy
1,110
+193
+21% +$18.6K 0.01% 384
2025
Q2 		$94.1K Sell
917
-5
-0.5% -$471 0.01% 393
2025
Q1 		$79.3K Buy
922
+1
+0.1% +$96 ﹤0.01% 425
2024
Q4 		$96.8K Buy
921
+1
+0.1% +$117 0.01% 360
2024
Q3 		$109K Buy
920
+1
+0.1% +$107 0.01% 330
2024
Q2 		$82.3K Hold
919
– – 0.01% 363
2024
Q1 		$73.7K Hold
919
– – 0.01% 360
2023
Q4 		$64.3K Hold
919
– – 0.01% 359
2023
Q3 		$54.6K Hold
919
– – ﹤0.01% 295
2023
Q2 		$52.2K Hold
919
– – 0.01% 297
2023
Q1 		$48.6K Sell
919
-167
-15% -$8.75K 0.01% 285
2022
Q4 		$54.1K Buy
1,086
+187
+21% +$9.44K 0.01% 251
2022
Q3 		$40K Buy
899
+113
+14% +$5.71K 0.01% 258
2022
Q2 		$38K Hold
786
– – 0.01% 254
2022
Q1 		$44K Sell
786
-97
-11% -$4.62K 0.01% 245
2021
Q4 		$46K Sell
883
-57
-6% -$2.69K 0.01% 236
2021
Q3 		$41K Buy
940
+400
+74% +$18K 0.01% 248
2021
Q2 		$23K Sell
540
-300
-36% -$12.6K ﹤0.01% 323
2021
Q1 		$31.1K Buy
840
+300
+56% +$10K 0.01% 290
2020
Q4 		$16K Hold
540
– – ﹤0.01% 366
2020
Q3 		$14K Hold
540
– – ﹤0.01% 348
2020
Q2 		$14K Buy
+540
New +$13.6K ﹤0.01% 329
2020
Q1 		– Sell
-250
Closed -$8K – 808
2019
Q4 		$8K Buy
+250
New +$8.2K ﹤0.01% 373
2018
Q4 		– Sell
-170
Closed -$6K – 717
2018
Q3 		$6K Hold
170
– – ﹤0.01% 429
2018
Q2 		$6K Buy
+170
New +$5.74K ﹤0.01% 396

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PS
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
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Sound Income Strategies's IRM Position: Q3 2026 in Review

Sound Income Strategies increased its Iron Mountain (IRM) stake by 4.5% in Q3 2026, buying an estimated $10.1K and bringing the position to 1,962 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #442.

Sound Income Strategies first reported a position in IRM in Q2 2018 and has held it in 29 quarters since. The position peaked at $237K in Q2 2026. 45 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Sound Income Strategies held 1,962 shares of Iron Mountain worth $222K as of Q3 2026.
  • Sound Income Strategies bought 84 Iron Mountain shares in Q3 2026, an estimated $10.1K.
  • Iron Mountain made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #442 holding.
  • Sound Income Strategies first reported a position in Iron Mountain in Q2 2018 and has held it in 29 quarters since.
  • Sound Income Strategies's Iron Mountain position peaked at $237K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.