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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
Q2 		$4.38M Sell
36,011
-2,853
-7% -$350K 0.88% 48
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
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

Trinity Legacy Partners's IRM Position: Q2 2026 in Review

Trinity Legacy Partners reduced its Iron Mountain (IRM) stake by 7.3% in Q2 2026, selling an estimated $350K and leaving 36,011 shares worth $4.38M. The position accounts for 0.88% of the portfolio, ranked #48.

Trinity Legacy Partners first reported a position in IRM in Q4 2018 and has held it in 14 quarters since. The position peaked at $5.14M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Trinity Legacy Partners held 36,011 shares of Iron Mountain worth $4.38M as of Q2 2026.
  • Trinity Legacy Partners sold 2,853 Iron Mountain shares in Q2 2026, an estimated $350K.
  • Iron Mountain made up 0.88% of Trinity Legacy Partners's portfolio in Q2 2026, its #48 holding.
  • Trinity Legacy Partners first reported a position in Iron Mountain in Q4 2018 and has held it in 14 quarters since.
  • Trinity Legacy Partners's Iron Mountain position peaked at $5.14M in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.