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Summit Financial’s Iron Mountain IRM Stock Holding History

Summit Financial’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 		$760K Sell
5,976
-404
-6% -$49.5K 0.01% 940
2026
Q1 		$657K Sell
6,380
-300
-4% -$29.8K 0.01% 922
2025
Q4 		$560K Sell
6,680
-5,031
-43% -$471K 0.01% 856
2025
Q3 		$1.19M Sell
11,711
-171
-1% -$16.5K 0.02% 596
2025
Q2 		$1.23M Buy
11,882
+5,703
+92% +$538K 0.03% 375
2025
Q1 		$532K Buy
6,179
+44
+0.7% +$4.24K 0.01% 496
2024
Q4 		$648K Buy
6,135
+1,744
+40% +$205K 0.02% 398
2024
Q3 		$525K Buy
4,391
+204
+5% +$21.8K 0.02% 365
2024
Q2 		$378K Buy
4,187
+918
+28% +$74.3K 0.02% 373
2024
Q1 		$264K Buy
+3,269
New +$237K 0.02% 336

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

Summit Financial's IRM Position: Q2 2026 in Review

Summit Financial reduced its Iron Mountain (IRM) stake by 6.3% in Q2 2026, selling an estimated $49.5K and leaving 5,976 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #940.

Summit Financial first reported a position in IRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.23M in Q2 2025. 1,171 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Summit Financial held 5,976 shares of Iron Mountain worth $760K as of Q2 2026.
  • Summit Financial sold 404 Iron Mountain shares in Q2 2026, an estimated $49.5K.
  • Iron Mountain made up 0.01% of Summit Financial's portfolio in Q2 2026, its #940 holding.
  • Summit Financial first reported a position in Iron Mountain in Q1 2024 and has held it in 10 quarters since.
  • Summit Financial's Iron Mountain position peaked at $1.23M in Q2 2025.
  • 1,171 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.