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Hoese & Co’s Iron Mountain IRM Stock Holding History

Hoese & Co’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
Q2 		– Sell
-100
Closed -$8.6K – 160
2025
Q1 		$8.6K Hold
100
– – 0.01% 124
2024
Q4 		$10.5K Hold
100
– – 0.01% 130
2024
Q3 		$11.9K Hold
100
– – 0.01% 117
2024
Q2 		$8.07K Hold
100
– – 0.01% 112
2024
Q1 		$7.86K Hold
100
– – 0.01% 119
2023
Q4 		$6.42K Hold
100
– – 0.01% 132
2023
Q3 		$5.95K Hold
100
– – 0.01% 136
2023
Q2 		$5.68K Hold
100
– – 0.01% 153
2023
Q1 		$5.28K Hold
100
– – 0.01% 152
2022
Q4 		$5K Hold
100
– – 0.01% 157
2022
Q3 		$4K Hold
100
– – ﹤0.01% 170
2022
Q2 		$5K Hold
100
– – 0.01% 165
2022
Q1 		$6K Hold
100
– – 0.01% 167
2021
Q4 		$5K Hold
100
– – 0.01% 177
2021
Q3 		$4K Hold
100
– – ﹤0.01% 169
2021
Q2 		$4K Buy
+100
New +$4.19K ﹤0.01% 180

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hoese & Co's IRM Position: Q2 2025 in Review

Hoese & Co sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 100 shares — an estimated $8.6K sold.

Hoese & Co first reported a position in IRM in Q2 2021 and held it in 16 quarters. The position peaked at $11.9K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Hoese & Co reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
  • Hoese & Co sold 100 Iron Mountain shares in Q2 2025, an estimated $8.6K.
  • Hoese & Co first reported a position in Iron Mountain in Q2 2021 and held it in 16 quarters.
  • Hoese & Co's Iron Mountain position peaked at $11.9K in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Hoese & Co's 13F filing for Q2 2025, filed 29 Jul 2025.