Summit Securities Group
IRM icon

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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Summit Securities Group's IRM Position: Q3 2026 in Review

Summit Securities Group sold out of Iron Mountain (IRM) in Q3 2026, closing a stake of 575 shares — an estimated $72.6K sold.

Summit Securities Group first reported a position in IRM in Q1 2014 and held it in 25 quarters. The position peaked at $510K in Q4 2022. 689 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Summit Securities Group reported no remaining Iron Mountain position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 575 Iron Mountain shares in Q3 2026, an estimated $72.6K.
  • Summit Securities Group first reported a position in Iron Mountain in Q1 2014 and held it in 25 quarters.
  • Summit Securities Group's Iron Mountain position peaked at $510K in Q4 2022.
  • 689 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.