Kovitz Investment Group Partners
IRM icon

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

Kovitz Investment Group Partners’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
Q4 		– Sell
-4,177
Closed -$426K – 876
2025
Q3 		$426K Sell
4,177
-82
-2% -$7.9K ﹤0.01% 1092
2025
Q2 		$437K Sell
4,259
-256
-6% -$24.1K ﹤0.01% 1026
2025
Q1 		$388K Buy
4,515
+348
+8% +$33.5K ﹤0.01% 977
2024
Q4 		$438K Buy
4,167
+5
+0.1% +$587 ﹤0.01% 938
2024
Q3 		$495K Buy
4,162
+773
+23% +$82.7K ﹤0.01% 758
2024
Q2 		$304K Buy
3,389
+3
+0.1% +$243 ﹤0.01% 729
2024
Q1 		$272K Buy
3,386
+195
+6% +$14.1K ﹤0.01% 597
2023
Q4 		$223K Buy
+3,191
New +$200K ﹤0.01% 390

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Kovitz Investment Group Partners's IRM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 4,177 shares — an estimated $426K sold.

Kovitz Investment Group Partners first reported a position in IRM in Q4 2023 and held it in 8 quarters. The position peaked at $495K in Q3 2024. 1,009 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,177 Iron Mountain shares in Q4 2025, an estimated $426K.
  • Kovitz Investment Group Partners first reported a position in Iron Mountain in Q4 2023 and held it in 8 quarters.
  • Kovitz Investment Group Partners's Iron Mountain position peaked at $495K in Q3 2024.
  • 1,009 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.