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Hoey Investments’s Iron Mountain IRM Stock Holding History

Hoey Investments’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 		$63.8K Hold
505
– – 0.01% 145
2026
Q1 		$51.6K Hold
505
– – 0.01% 151
2025
Q4 		$41.9K Sell
505
-730
-59% -$68.3K 0.01% 164
2025
Q3 		$126K Buy
+1,235
New +$119K 0.02% 103

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Hoey Investments's IRM Position: Q2 2026 in Review

Hoey Investments held its Iron Mountain (IRM) position steady in Q2 2026 at 505 shares worth $63.8K. The position accounts for 0.01% of the portfolio, ranked #145.

Hoey Investments first reported a position in IRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $126K in Q3 2025. 653 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Hoey Investments held 505 shares of Iron Mountain worth $63.8K as of Q2 2026.
  • Hoey Investments left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.01% of Hoey Investments's portfolio in Q2 2026, its #145 holding.
  • Hoey Investments first reported a position in Iron Mountain in Q3 2025 and has held it in 4 quarters since.
  • Hoey Investments's Iron Mountain position peaked at $126K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.