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Holderness Investments Company’s Iron Mountain IRM Stock Holding History

Holderness Investments Company’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 		$4.12M Sell
40,339
-385
-0.9% -$38.3K 0.83% 25
2025
Q4 		$3.38M Sell
40,724
-692
-2% -$64.8K 0.69% 35
2025
Q3 		$4.22M Sell
41,416
-412
-1% -$39.7K 0.86% 25
2025
Q2 		$4.29M Sell
41,828
-225
-0.5% -$21.2K 0.92% 23
2025
Q1 		$3.62M Sell
42,053
-44
-0.1% -$4.24K 0.84% 30
2024
Q4 		$4.42M Sell
42,097
-911
-2% -$107K 0.98% 22
2024
Q3 		$5.11M Sell
43,008
-94
-0.2% -$10.1K 1.12% 19
2024
Q2 		$3.86M Sell
43,102
-698
-2% -$56.5K 0.91% 26
2024
Q1 		$3.51M Sell
43,800
-1
-0% -$72 0.86% 29
2023
Q4 		$3.07M Buy
43,801
+10,890
+33% +$683K 0.84% 31
2023
Q3 		$1.96M Sell
32,911
-15
-0% -$917 0.76% 35
2023
Q2 		$1.87M Buy
32,926
+83
+0.3% +$4.54K 0.69% 37
2023
Q1 		$1.74M Sell
32,843
-25
-0.1% -$1.31K 0.69% 40
2022
Q4 		$1.64M Sell
32,868
-252
-0.8% -$12.7K 0.71% 43
2022
Q3 		$1.46M Sell
33,120
-76
-0.2% -$3.84K 0.66% 41
2022
Q2 		$1.62M Sell
33,196
-1,505
-4% -$79.2K 0.67% 40
2022
Q1 		$1.92M Buy
34,701
+1,230
+4% +$58.6K 0.64% 40
2021
Q4 		$1.75M Buy
33,471
+200
+0.6% +$9.45K 0.52% 47
2021
Q3 		$1.45M Sell
33,271
-305
-0.9% -$13.7K 0.48% 55
2021
Q2 		$1.42M Buy
33,576
+1,221
+4% +$51.2K 0.47% 59
2021
Q1 		$1.2M Buy
32,355
+5,134
+19% +$172K 0.43% 61
2020
Q4 		$802K Buy
27,221
+599
+2% +$16.6K 0.31% 86
2020
Q3 		$713K Hold
26,622
– – 0.29% 87
2020
Q2 		$695K Buy
+26,622
New +$672K 0.31% 80

Other funds holding IRM

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Holderness Investments Company's IRM Position: Q1 2026 in Review

Holderness Investments Company reduced its Iron Mountain (IRM) stake by 0.95% in Q1 2026, selling an estimated $38.3K and leaving 40,339 shares worth $4.12M. The position accounts for 0.83% of the portfolio, ranked #25.

Holderness Investments Company first reported a position in IRM in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.11M in Q3 2024. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Holderness Investments Company held 40,339 shares of Iron Mountain worth $4.12M as of Q1 2026.
  • Holderness Investments Company sold 385 Iron Mountain shares in Q1 2026, an estimated $38.3K.
  • Iron Mountain made up 0.83% of Holderness Investments Company's portfolio in Q1 2026, its #25 holding.
  • Holderness Investments Company first reported a position in Iron Mountain in Q2 2020 and has held it in 24 quarters since.
  • Holderness Investments Company's Iron Mountain position peaked at $5.11M in Q3 2024.
  • 1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Holderness Investments Company's 13F filing for Q1 2026, filed 12 May 2026.