Accuvest Global Advisors’s Iron Mountain IRM Stock Holding History

Accuvest Global 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
2025 Q4	–	Sell	-3,000	Closed	-$306K	–	86
2025 Q3	$306K	Sell	3,000 -1,000	-25%	-$96.3K	0.19%	47
2025 Q2	$410K	Sell	4,000 -776	-16%	-$73.2K	0.27%	45
2025 Q1	$411K	Buy	+4,776	New	+$460K	0.35%	44
2024 Q4	–	Sell	-6,473	Closed	-$769K	–	41
2024 Q3	$769K	Buy	+6,473	New	+$692K	0.66%	27
2024 Q2	–	Sell	-6,473	Closed	-$519K	–	65
2024 Q1	$519K	Hold	6,473	–	–	0.23%	72
2023 Q4	$453K	Hold	6,473	–	–	0.48%	34
2023 Q3	$385K	Hold	6,473	–	–	0.21%	78
2023 Q2	$368K	Hold	6,473	–	–	0.19%	87
2023 Q1	$342K	Sell	6,473 -6,473	-50%	-$339K	0.15%	90
2022 Q4	$645K	Buy	12,946 +6,473	+100%	+$327K	0.21%	77
2022 Q3	$285K	Hold	6,473	–	–	0.19%	77
2022 Q2	$315K	Hold	6,473	–	–	0.2%	77
2022 Q1	$359K	Hold	6,473	–	–	0.18%	80
2021 Q4	$339K	Hold	6,473	–	–	0.15%	84
2021 Q3	$287K	Hold	6,473	–	–	0.14%	98
2021 Q2	$274K	Hold	6,473	–	–	0.14%	92
2021 Q1	$240K	Buy	+6,473	New	+$216K	0.13%	92

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Accuvest Global Advisors's IRM Position: Q4 2025 in Review

Accuvest Global Advisors sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 3,000 shares — an estimated $306K sold.

Accuvest Global Advisors first reported a position in IRM in Q1 2021 and held it in 17 quarters. The position peaked at $769K in Q3 2024. 1,012 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Accuvest Global Advisors reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Accuvest Global Advisors sold 3,000 Iron Mountain shares in Q4 2025, an estimated $306K.
Accuvest Global Advisors first reported a position in Iron Mountain in Q1 2021 and held it in 17 quarters.
Accuvest Global Advisors's Iron Mountain position peaked at $769K in Q3 2024.
1,012 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Accuvest Global Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.