SPPAM
IRM icon

Summit Partners Public Asset Management’s Iron Mountain IRM Stock Holding History

Summit Partners Public Asset Management’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
Q1 		$8.17M Buy
+80,000
New +$7.96M 0.22% 98
2025
Q4 		– Sell
-100,000
Closed -$10.2M – 169
2025
Q3 		$10.2M Buy
+100,000
New +$9.63M 0.21% 102
2024
Q2 		– Sell
-100,000
Closed -$8.02M – 126
2024
Q1 		$8.02M Buy
+100,000
New +$7.24M 0.28% 84

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Partners Public Asset Management's IRM Position: Q4 2025 in Review

Summit Partners Public Asset Management sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 85,000 shares — an estimated $8.66M sold.

Summit Partners Public Asset Management first reported a position in IRM in Q1 2024 and held it in 2 quarters. The position peaked at $8.66M in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • Summit Partners Public Asset Management reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • Summit Partners Public Asset Management sold 85,000 Iron Mountain shares in Q4 2025, an estimated $8.66M.
  • Summit Partners Public Asset Management first reported a position in Iron Mountain in Q1 2024 and held it in 2 quarters.
  • Summit Partners Public Asset Management's Iron Mountain position peaked at $8.66M in Q3 2025.
  • 1,009 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Summit Partners Public Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.