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Summit Securities Group’s Iron Mountain IRM Stock Holding History

Summit Securities Group’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
2022
Q2 		– Sell
-1,000
Closed -$55K – 1088
2022
Q1 		$55K Buy
+1,000
New +$47.6K 0.01% 591
2014
Q4 		– Sell
-88
Closed -$94K – 661
2014
Q3 		$94K Buy
+88
New +$2.85K 0.03% 315

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Securities Group's IRM Position: Q1 2026 in Review

Summit Securities Group reduced its Iron Mountain (IRM) stake by 89% in Q1 2026, selling an estimated $38.7K and leaving 49 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Summit Securities Group first reported a position in IRM in Q1 2014 and has held it in 24 quarters since. The position peaked at $510K in Q4 2022. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Summit Securities Group held 49 shares of Iron Mountain worth $5K as of Q1 2026.
  • Summit Securities Group sold 389 Iron Mountain shares in Q1 2026, an estimated $38.7K.
  • Iron Mountain made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #794 holding.
  • Summit Securities Group first reported a position in Iron Mountain in Q1 2014 and has held it in 24 quarters since.
  • Summit Securities Group's Iron Mountain position peaked at $510K in Q4 2022.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.