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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
Q2 		$2.02M Sell
15,993
-1,445
-8% -$177K 0.03% 607
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 $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 Trail Advisors's IRM Position: Q2 2026 in Review

Summit Trail Advisors reduced its Iron Mountain (IRM) stake by 8.3% in Q2 2026, selling an estimated $177K and leaving 15,993 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #607.

Summit Trail Advisors first reported a position in IRM in Q4 2017 and has held it in 9 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Summit Trail Advisors held 15,993 shares of Iron Mountain worth $2.02M as of Q2 2026.
  • Summit Trail Advisors sold 1,445 Iron Mountain shares in Q2 2026, an estimated $177K.
  • Iron Mountain made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #607 holding.
  • Summit Trail Advisors first reported a position in Iron Mountain in Q4 2017 and has held it in 9 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.