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CHB Investment Group’s Iron Mountain IRM Stock Holding History

CHB Investment Group’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
Q2 		– Sell
-29,175
Closed -$2.51M – 77
2025
Q1 		$2.51M Buy
29,175
+357
+1% +$34.4K 1.33% 31
2024
Q4 		$3.03M Sell
28,818
-603
-2% -$70.8K 1.64% 14
2024
Q3 		$3.5M Buy
+29,421
New +$3.15M 1.85% 6

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CHB Investment Group's IRM Position: Q2 2025 in Review

CHB Investment Group sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 29,175 shares — an estimated $2.51M sold.

CHB Investment Group first reported a position in IRM in Q3 2024 and held it in 3 quarters. The position peaked at $3.5M in Q3 2024. 1,045 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • CHB Investment Group reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
  • CHB Investment Group sold 29,175 Iron Mountain shares in Q2 2025, an estimated $2.51M.
  • CHB Investment Group first reported a position in Iron Mountain in Q3 2024 and held it in 3 quarters.
  • CHB Investment Group's Iron Mountain position peaked at $3.5M in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.