Trinity Legacy Partners’s Iron Mountain IRM Stock Holding History

Trinity Legacy Partners’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	$4.43M	Sell	38,864 -642	-2%	-$63.9K	0.96%	46
2025 Q4	$3.28M	Buy	39,506 +818	+2%	+$76.6K	0.75%	52
2025 Q3	$3.98M	Buy	38,688 +222	+0.6%	+$21.4K	0.92%	49
2025 Q2	$3.78M	Sell	38,466 -176	-0.5%	-$16.6K	0.92%	49
2025 Q1	$3.76M	Sell	38,642 -5,827	-13%	-$562K	0.95%	47
2024 Q4	$4.67M	Buy	44,469 +2,039	+5%	+$240K	1.2%	38
2024 Q3	$5.14M	Sell	42,430 -12,440	-23%	-$1.33M	1.32%	31
2024 Q2	$4.92M	Buy	54,870 +333	+0.6%	+$27K	1.4%	27
2024 Q1	$4.37M	Sell	54,537 -5,867	-10%	-$425K	1.28%	31
2023 Q4	$4.23M	Buy	60,404 +332	+0.6%	+$20.8K	1.33%	29
2023 Q3	$3.57M	Buy	+60,072	New	+$3.67M	1.23%	30
2019 Q2	–	Sell	-16,237	Closed	-$576K	–	69
2019 Q1	$576K	Buy	16,237 +110	+0.7%	+$3.89K	0.38%	34
2018 Q4	$523K	Buy	+16,127	New	+$529K	0.51%	31

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

Trinity Legacy Partners's IRM Position: Q1 2026 in Review

Trinity Legacy Partners reduced its Iron Mountain (IRM) stake by 1.6% in Q1 2026, selling an estimated $63.9K and leaving 38,864 shares worth $4.43M. The position accounts for 0.96% of the portfolio, ranked #46.

Trinity Legacy Partners first reported a position in IRM in Q4 2018 and has held it in 13 quarters since. The position peaked at $5.14M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Trinity Legacy Partners held 38,864 shares of Iron Mountain worth $4.43M as of Q1 2026.
Trinity Legacy Partners sold 642 Iron Mountain shares in Q1 2026, an estimated $63.9K.
Iron Mountain made up 0.96% of Trinity Legacy Partners's portfolio in Q1 2026, its #46 holding.
Trinity Legacy Partners first reported a position in Iron Mountain in Q4 2018 and has held it in 13 quarters since.
Trinity Legacy Partners's Iron Mountain position peaked at $5.14M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.