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Sunbelt Securities’s Iron Mountain IRM Stock Holding History

Sunbelt Securities’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 		$2.25K Sell
22
-142
-87% -$14.1K ﹤0.01% 1903
2025
Q4 		$13.6K Sell
164
-8
-5% -$749 ﹤0.01% 1362
2025
Q3 		$17.5K Sell
172
-188
-52% -$18.1K ﹤0.01% 1300
2025
Q2 		$37.8K Buy
360
+164
+84% +$15.5K ﹤0.01% 1003
2025
Q1 		$16.9K Sell
196
-164
-46% -$15.8K ﹤0.01% 1161
2024
Q4 		$37.3K Sell
360
-504
-58% -$59.2K ﹤0.01% 1005
2024
Q3 		$103K Buy
864
+343
+66% +$36.7K 0.01% 753
2024
Q2 		$46.7K Buy
521
+4
+0.8% +$324 ﹤0.01% 922
2024
Q1 		$41.5K Hold
517
– – ﹤0.01% 920
2023
Q4 		$36.2K Buy
517
+1
+0.2% +$63 ﹤0.01% 884
2023
Q3 		$30.7K Hold
516
– – ﹤0.01% 912
2023
Q2 		$29.3K Sell
516
-1,154
-69% -$63.2K ﹤0.01% 919
2023
Q1 		$86.5K Buy
+1,670
New +$87.5K 0.01% 615
2022
Q4 		– Sell
-5,550
Closed -$244K – 463
2022
Q3 		$244K Buy
+5,550
New +$280K 0.05% 371
2022
Q1 		– Sell
-4,523
Closed -$202K – 471
2021
Q4 		$202K Buy
+4,523
New +$214K 0.03% 443

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

Sunbelt Securities's IRM Position: Q1 2026 in Review

Sunbelt Securities reduced its Iron Mountain (IRM) stake by 87% in Q1 2026, selling an estimated $14.1K and leaving 22 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Sunbelt Securities first reported a position in IRM in Q4 2021 and has held it in 15 quarters since. The position peaked at $244K in Q3 2022. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Sunbelt Securities held 22 shares of Iron Mountain worth $2.25K as of Q1 2026.
  • Sunbelt Securities sold 142 Iron Mountain shares in Q1 2026, an estimated $14.1K.
  • Iron Mountain made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1903 holding.
  • Sunbelt Securities first reported a position in Iron Mountain in Q4 2021 and has held it in 15 quarters since.
  • Sunbelt Securities's Iron Mountain position peaked at $244K in Q3 2022.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.