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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Herold Advisors's IRM Position: Q2 2026 in Review

Herold Advisors held its Iron Mountain (IRM) position steady in Q2 2026 at 8,500 shares worth $1.07M. The position accounts for 0.21% of the portfolio, ranked #115.

Herold Advisors first reported a position in IRM in Q3 2021 and has held it in 20 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Herold Advisors held 8,500 shares of Iron Mountain worth $1.07M as of Q2 2026.
  • Herold Advisors left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.21% of Herold Advisors's portfolio in Q2 2026, its #115 holding.
  • Herold Advisors first reported a position in Iron Mountain in Q3 2021 and has held it in 20 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.