Summit Securities Group’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $72.6K | Buy |
575
+526
| +1,073% | +$64.5K | 0.01% | 499 |
|
|
2026
Q1 | $5K | Sell |
49
-389
| -89% | -$38.7K | ﹤0.01% | 794 |
|
|
2025
Q4 | $36.3K | Sell |
438
-70
| -14% | -$6.55K | ﹤0.01% | 684 |
|
|
2025
Q3 | $51.8K | Buy |
508
+309
| +155% | +$29.8K | 0.01% | 555 |
|
|
2025
Q2 | $20.4K | Buy |
+199
| New | +$18.8K | ﹤0.01% | 723 |
|
|
2025
Q1 | – | Sell |
-2,000
| Closed | -$210K | – | 942 |
|
|
2024
Q4 | $210K | Buy |
+2,000
| New | +$235K | 0.04% | 184 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$16K | – | 671 |
|
|
2024
Q1 | $16K | Sell |
200
-1,100
| -85% | -$79.6K | ﹤0.01% | 321 |
|
|
2023
Q4 | $91K | Buy |
1,300
+1,000
| +333% | +$62.7K | 0.01% | 347 |
|
|
2023
Q3 | $18K | Sell |
300
-781
| -72% | -$47.7K | ﹤0.01% | 372 |
|
|
2023
Q2 | $61K | Sell |
1,081
-1,457
| -57% | -$79.8K | 0.01% | 368 |
|
|
2023
Q1 | $134K | Sell |
2,538
-7,683
| -75% | -$403K | 0.01% | 259 |
|
|
2022
Q4 | $510K | Buy |
10,221
+2,021
| +25% | +$102K | 0.02% | 237 |
|
|
2022
Q3 | $361K | Buy |
8,200
+5,492
| +203% | +$277K | 0.03% | 305 |
|
|
2022
Q2 | $132K | Sell |
2,708
-911
| -25% | -$47.9K | 0.02% | 368 |
|
|
2022
Q1 | $201K | Sell |
3,619
-3,311
| -48% | -$158K | 0.02% | 379 |
|
|
2021
Q4 | $363K | Sell |
6,930
-3,470
| -33% | -$164K | 0.02% | 445 |
|
|
2021
Q3 | $452K | Buy |
+10,400
| New | +$468K | 0.04% | 426 |
|
|
2021
Q1 | – | Sell |
-7,300
| Closed | -$215K | – | 666 |
|
|
2020
Q4 | $215K | Buy |
+7,300
| New | +$203K | 0.02% | 519 |
|
|
2019
Q3 | – | Sell |
-13,200
| Closed | -$413K | – | 371 |
|
|
2019
Q2 | $413K | Buy |
+13,200
| New | +$433K | 0.05% | 228 |
|
|
2015
Q4 | – | Sell |
-770
| Closed | -$22.6K | – | 366 |
|
|
2015
Q3 | $24K | Hold |
770
| – | – | 0.02% | 204 |
|
|
2015
Q2 | $24K | Sell |
770
-1,320
| -63% | -$46.2K | 0.01% | 291 |
|
|
2015
Q1 | $76K | Sell |
2,090
-8,150
| -80% | -$315K | 0.06% | 143 |
|
|
2014
Q4 | $396K | Buy |
10,240
+3,340
| +48% | +$121K | 0.11% | 126 |
|
|
2014
Q3 | $225K | Buy |
+6,900
| New | +$224K | 0.07% | 198 |
|
|
2014
Q2 | – | Sell |
-216
| Closed | -$6K | – | 614 |
|
|
2014
Q1 | $6K | Buy |
+216
| New | +$5.53K | ﹤0.01% | 301 |
|
Other funds holding IRM
Summit Securities Group's IRM Position: Q2 2026 in Review
Summit Securities Group increased its Iron Mountain (IRM) stake by 1,073% in Q2 2026, buying an estimated $64.5K and bringing the position to 575 shares worth $72.6K. The position accounts for 0.01% of the portfolio, ranked #499.
Summit Securities Group first reported a position in IRM in Q1 2014 and has held it in 25 quarters since. The position peaked at $510K in Q4 2022. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- Summit Securities Group held 575 shares of Iron Mountain worth $72.6K as of Q2 2026.
- Summit Securities Group bought 526 Iron Mountain shares in Q2 2026, an estimated $64.5K.
- Iron Mountain made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #499 holding.
- Summit Securities Group first reported a position in Iron Mountain in Q1 2014 and has held it in 25 quarters since.
- Summit Securities Group's Iron Mountain position peaked at $510K in Q4 2022.
- 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.