Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Iron Mountain IRM Stock Holding History

Kovitz Investment Group Partners’s Portfolio IRM Stock Details IRM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
2025
Q3 		$426K Sell
2025
Q2 		$437K Sell
2025
Q1 		$388K Buy
2024
Q4 		$438K Buy
2024
Q3 		$495K Buy
2024
Q2 		$304K Buy
2024
Q1 		$272K Buy
2023
Q4 		$223K Buy