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Summit Trail Advisors’s Iron Mountain IRM Stock Holding History

Summit Trail Advisors’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
2026
Q1 		$1.78M Buy
17,438
+2,457
+16% +$244K 0.03% 615
2025
Q4 		$1.25M Buy
14,981
+216
+1% +$20.2K 0.02% 688
2025
Q3 		$1.51M Buy
14,765
+8,482
+135% +$817K 0.02% 598
2025
Q2 		$651K Buy
6,283
+2,664
+74% +$251K 0.01% 632
2025
Q1 		$315K Sell
3,619
-2,085
-37% -$201K 0.01% 319
2024
Q4 		$604K Buy
5,704
+927
+19% +$109K 0.02% 189
2024
Q3 		$571K Buy
+4,777
New +$511K 0.01% 371
2018
Q1 		– Sell
-774
Closed -$29K – 1048
2017
Q4 		$29K Buy
+774
New +$30.7K ﹤0.01% 951

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 Trail Advisors's IRM Position: Q1 2026 in Review

Summit Trail Advisors increased its Iron Mountain (IRM) stake by 16% in Q1 2026, buying an estimated $244K and bringing the position to 17,438 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #615.

Summit Trail Advisors first reported a position in IRM in Q4 2017 and has held it in 8 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Summit Trail Advisors held 17,438 shares of Iron Mountain worth $1.78M as of Q1 2026.
  • Summit Trail Advisors bought 2,457 Iron Mountain shares in Q1 2026, an estimated $244K.
  • Iron Mountain made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #615 holding.
  • Summit Trail Advisors first reported a position in Iron Mountain in Q4 2017 and has held it in 8 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.