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Southland Equity Partners’s Iron Mountain IRM Stock Holding History

Southland Equity Partners’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 		$361K Sell
2,857
-10
-0.3% -$1.23K 0.06% 215
2026
Q1 		$293K Sell
2,867
-151
-5% -$15K 0.06% 215
2025
Q4 		$250K Sell
3,018
-78
-3% -$7.3K 0.05% 221
2025
Q3 		$316K Sell
3,096
-235
-7% -$22.6K 0.06% 185
2025
Q2 		$342K Sell
3,331
-65
-2% -$6.13K 0.07% 167
2025
Q1 		$292K Buy
3,396
+5
+0.1% +$482 0.07% 181
2024
Q4 		$356K Sell
3,391
-541
-14% -$63.6K 0.08% 151
2024
Q3 		$467K Sell
3,932
-889
-18% -$95.1K 0.11% 123
2024
Q2 		$432K Buy
4,821
+79
+2% +$6.39K 0.12% 112
2024
Q1 		$380K Sell
4,742
-527
-10% -$38.1K 0.11% 130
2023
Q4 		$369K Sell
5,269
-80
-1% -$5.02K 0.12% 117
2023
Q3 		$318K Buy
5,349
+1
+0% +$61 0.11% 128
2023
Q2 		$304K Sell
5,348
-910
-15% -$49.8K 0.1% 131
2023
Q1 		$331K Sell
6,258
-54
-0.9% -$2.83K 0.13% 116
2022
Q4 		$315K Sell
6,312
-57
-0.9% -$2.88K 0.12% 119
2022
Q3 		$280K Buy
6,369
+215
+3% +$10.9K 0.14% 117
2022
Q2 		$300K Buy
6,154
+176
+3% +$9.26K 0.14% 115
2022
Q1 		$331K Buy
5,978
+296
+5% +$14.1K 0.14% 114
2021
Q4 		$297K Sell
5,682
-374
-6% -$17.7K 0.12% 124
2021
Q3 		$263K Buy
6,056
+236
+4% +$10.6K 0.12% 132
2021
Q2 		$246K Buy
+5,820
New +$244K 0.12% 132

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Southland Equity Partners's IRM Position: Q2 2026 in Review

Southland Equity Partners reduced its Iron Mountain (IRM) stake by 0.35% in Q2 2026, selling an estimated $1.23K and leaving 2,857 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #215.

Southland Equity Partners first reported a position in IRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $467K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Southland Equity Partners held 2,857 shares of Iron Mountain worth $361K as of Q2 2026.
  • Southland Equity Partners sold 10 Iron Mountain shares in Q2 2026, an estimated $1.23K.
  • Iron Mountain made up 0.06% of Southland Equity Partners's portfolio in Q2 2026, its #215 holding.
  • Southland Equity Partners first reported a position in Iron Mountain in Q2 2021 and has held it in 21 quarters since.
  • Southland Equity Partners's Iron Mountain position peaked at $467K in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.