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
2023 Q3	–	Sell	-200	Closed	-$11K	–	794
2023 Q2	$11K	Buy	+200	New	+$10.9K	﹤0.01%	764
2023 Q1	–	Sell	-5,800	Closed	-$289K	–	1048
2022 Q4	$289K	Hold	5,800	–	–	0.01%	404
2022 Q3	$255K	Buy	+5,800	New	+$293K	0.02%	381
2022 Q2	–	Sell	-1,600	Closed	-$89K	–	1089
2022 Q1	$89K	Sell	1,600 -1,000	-38%	-$47.6K	0.01%	529
2021 Q4	$136K	Buy	2,600 +2,546	+4,715%	+$120K	0.01%	659
2021 Q3	$235K	Buy	+54	New	+$2.43K	0.02%	600

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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.