A detailed history of Summit Trail Advisors, LLC transactions in Iron Mountain Inc stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 14,765 shares of IRM stock, worth $1.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,765
Previous 6,283 135.0%
Holding current value
$1.35 Million
Previous $644,000 133.7%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$89.46 - $104.46 $758,799 - $886,029
8,482 Added 135.0%
14,765 $1.51 Million
Q2 2025

Aug 14, 2025

BUY
$76.93 - $105.25 $204,941 - $280,386
2,664 Added 73.61%
6,283 $644,000
Q1 2025

Apr 28, 2025

SELL
$82.79 - $111.31 $172,617 - $232,081
-2,085 Reduced 36.55%
3,619 $311,000
Q4 2024

Jan 29, 2025

BUY
$101.62 - $128.14 $94,201 - $118,785
927 Added 19.41%
5,704 $599,000
Q3 2024

Nov 12, 2024

BUY
$89.69 - $119.32 $428,449 - $569,991
4,777 New
4,777 $567,000
Q1 2018

May 21, 2018

BUY
$30.89 - $37.61 $790,722 - $962,740
25,598 Added 3307.24%
26,372 $26,000
Q4 2017

Feb 14, 2018

BUY
$37.15 - $41.44 $28,754 - $32,074
774
774 $29,000

Others Institutions Holding IRM

About IRON MOUNTAIN INC


  • Ticker IRM
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Specialty
  • Shares Outstandng 290,684,992
  • Market Cap $26.6B
  • Description
  • Iron Mountain Incorporated (NYSE: IRM), founded in 1951, is the global leader for storage and information management services. Trusted by more than 225,000 organizations around the world, and with a real estate network of more than 90 million square feet across approximately 1,450 facilities in approximately 50 countries, Iron Mountain stores an...
More about IRM
Track This Portfolio

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.