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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 $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 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. 1,170 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.
  • 1,170 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.