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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sound Income Strategies's IRM Position: Q2 2026 in Review

Sound Income Strategies reduced its Iron Mountain (IRM) stake by 9.9% in Q2 2026, selling an estimated $25.3K and leaving 1,878 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #430.

Sound Income Strategies first reported a position in IRM in Q2 2018 and has held it in 28 quarters since. 853 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Sound Income Strategies held 1,878 shares of Iron Mountain worth $237K as of Q2 2026.
  • Sound Income Strategies sold 206 Iron Mountain shares in Q2 2026, an estimated $25.3K.
  • Iron Mountain made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #430 holding.
  • Sound Income Strategies first reported a position in Iron Mountain in Q2 2018 and has held it in 28 quarters since.
  • 853 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.