Hazlett, Burt & Watson’s Iron Mountain IRM Stock Holding History

Hazlett, Burt & Watson’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	$51K	Hold	500	–	–	0.02%	447
2025 Q4	$41K	Hold	500	–	–	0.01%	474
2025 Q3	$51K	Hold	500	–	–	0.02%	420
2025 Q2	$51K	Hold	500	–	–	0.02%	376
2025 Q1	$43K	Hold	500	–	–	0.02%	376
2024 Q4	$53K	Hold	500	–	–	0.02%	354
2024 Q3	$59K	Hold	500	–	–	0.03%	336
2024 Q2	$45K	Hold	500	–	–	0.02%	349
2024 Q1	$40K	Hold	500	–	–	0.02%	355
2023 Q4	$35K	Hold	500	–	–	0.02%	354
2023 Q3	$30K	Hold	500	–	–	0.02%	367
2023 Q2	$28K	Hold	500	–	–	0.02%	374
2023 Q1	$26K	Hold	500	–	–	0.02%	358
2022 Q4	$25K	Hold	500	–	–	0.02%	356
2022 Q3	$22K	Hold	500	–	–	0.02%	363
2022 Q2	$24K	Hold	500	–	–	0.02%	357
2022 Q1	$28K	Buy	+500	New	+$23.8K	0.02%	358

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

Hazlett, Burt & Watson's IRM Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Iron Mountain (IRM) position steady in Q1 2026 at 500 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #447.

Hazlett, Burt & Watson first reported a position in IRM in Q1 2022 and has held it in 17 quarters since. The position peaked at $59K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Hazlett, Burt & Watson held 500 shares of Iron Mountain worth $51K as of Q1 2026.
Hazlett, Burt & Watson left its Iron Mountain share count unchanged in Q1 2026.
Iron Mountain made up 0.02% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #447 holding.
Hazlett, Burt & Watson first reported a position in Iron Mountain in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's Iron Mountain position peaked at $59K in Q3 2024.
1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.