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Herbst Group’s Iron Mountain IRM Stock Holding History

Herbst 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
Q1 		– Sell
-13,975
Closed -$1.47M – 63
2024
Q4 		$1.47M Sell
13,975
-225
-2% -$26.4K 0.92% 44
2024
Q3 		$1.69M Buy
14,200
+700
+5% +$74.9K 1.05% 43
2024
Q2 		$1.21M Hold
13,500
– – 0.74% 47
2024
Q1 		$1.08M Sell
13,500
-100
-0.7% -$7.24K 0.67% 48
2023
Q4 		$952K Buy
13,600
+1,400
+11% +$87.8K 0.61% 50
2023
Q3 		$725K Sell
12,200
-9,900
-45% -$605K 0.52% 53
2023
Q2 		$1.26M Sell
22,100
-400
-2% -$21.9K 0.87% 46
2023
Q1 		$1.19M Sell
22,500
-300
-1% -$15.7K 0.84% 51
2022
Q4 		$1.14M Sell
22,800
-2,500
-10% -$126K 0.92% 46
2022
Q3 		$1.11M Buy
25,300
+200
+0.8% +$10.1K 0.91% 47
2022
Q2 		$1.24M Buy
25,100
+655
+3% +$34.5K 0.98% 47
2022
Q1 		$1.35M Sell
24,445
-4,941
-17% -$235K 0.88% 50
2021
Q4 		$1.54M Buy
+29,386
New +$1.39M 0.95% 48

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Herbst Group's IRM Position: Q1 2025 in Review

Herbst Group sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 13,975 shares — an estimated $1.47M sold.

Herbst Group first reported a position in IRM in Q4 2021 and held it in 13 quarters. The position peaked at $1.69M in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Herbst Group reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
  • Herbst Group sold 13,975 Iron Mountain shares in Q1 2025, an estimated $1.47M.
  • Herbst Group first reported a position in Iron Mountain in Q4 2021 and held it in 13 quarters.
  • Herbst Group's Iron Mountain position peaked at $1.69M in Q3 2024.
  • 994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Herbst Group's 13F filing for Q1 2025, filed 11 Apr 2025.