Herold Advisors’s Iron Mountain IRM Stock Holding History

Herold 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
2026 Q1	$868K	Sell	8,500 -150	-2%	-$14.9K	0.19%	116
2025 Q4	$718K	Hold	8,650	–	–	0.16%	138
2025 Q3	$882K	Sell	8,650 -108	-1%	-$10.4K	0.2%	120
2025 Q2	$898K	Buy	8,758 +1	+0%	+$94	0.19%	123
2025 Q1	$753K	Buy	8,757 +1	+0%	+$96	0.17%	142
2024 Q4	$920K	Buy	8,756 +1	+0%	+$117	0.2%	133
2024 Q3	$1.04M	Hold	8,755	–	–	0.23%	124
2024 Q2	$785K	Buy	8,755 +1	+0%	+$81	0.18%	143
2024 Q1	$702K	Buy	8,754 +1	+0%	+$72	0.17%	148
2023 Q4	$613K	Buy	8,753 +1	+0%	+$63	0.17%	138
2023 Q3	$520K	Buy	8,752 +1	+0%	+$61	0.16%	152
2023 Q2	$497K	Sell	8,751 -499	-5%	-$27.3K	0.15%	152
2023 Q1	$489K	Buy	9,250 +100	+1%	+$5.24K	0.17%	145
2022 Q4	$456K	Hold	9,150	–	–	0.19%	124
2022 Q3	$402K	Hold	9,150	–	–	0.19%	127
2022 Q2	$445K	Hold	9,150	–	–	0.2%	125
2022 Q1	$507K	Buy	9,150 +150	+2%	+$7.14K	0.18%	127
2021 Q4	$470K	Hold	9,000	–	–	0.18%	133
2021 Q3	$391K	Buy	+9,000	New	+$405K	0.15%	143

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

Herold Advisors's IRM Position: Q1 2026 in Review

Herold Advisors reduced its Iron Mountain (IRM) stake by 1.7% in Q1 2026, selling an estimated $14.9K and leaving 8,500 shares worth $868K. The position accounts for 0.19% of the portfolio, ranked #116.

Herold Advisors first reported a position in IRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Herold Advisors held 8,500 shares of Iron Mountain worth $868K as of Q1 2026.
Herold Advisors sold 150 Iron Mountain shares in Q1 2026, an estimated $14.9K.
Iron Mountain made up 0.19% of Herold Advisors's portfolio in Q1 2026, its #116 holding.
Herold Advisors first reported a position in Iron Mountain in Q3 2021 and has held it in 19 quarters since.
Herold Advisors's Iron Mountain position peaked at $1.04M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.