Herold Advisors
IRM icon

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
Q3 		$934K Sell
8,415
-85
-1% -$10.2K 0.18% 127
2026
Q2 		$1.07M Hold
8,500
– – 0.21% 115
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

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Herold Advisors's IRM Position: Q3 2026 in Review

Herold Advisors reduced its Iron Mountain (IRM) stake by 1% in Q3 2026, selling an estimated $10.2K and leaving 8,415 shares worth $934K. The position accounts for 0.18% of the portfolio, ranked #127.

Herold Advisors first reported a position in IRM in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.07M in Q2 2026. 287 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Herold Advisors held 8,415 shares of Iron Mountain worth $934K as of Q3 2026.
  • Herold Advisors sold 85 Iron Mountain shares in Q3 2026, an estimated $10.2K.
  • Iron Mountain made up 0.18% of Herold Advisors's portfolio in Q3 2026, its #127 holding.
  • Herold Advisors first reported a position in Iron Mountain in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Iron Mountain position peaked at $1.07M in Q2 2026.
  • 287 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.