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North Star Investment Management’s Iron Mountain IRM Stock Holding History

North Star Investment Management’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 		$26.4K Sell
209
-100
-32% -$12.3K ﹤0.01% 870
2026
Q1 		$31.6K Buy
309
+5
+2% +$497 ﹤0.01% 832
2025
Q4 		$25.2K Buy
304
+34
+13% +$3.18K ﹤0.01% 808
2025
Q3 		$27.5K Sell
270
-300
-53% -$28.9K ﹤0.01% 770
2025
Q2 		$58.5K Hold
570
– – ﹤0.01% 603
2025
Q1 		$49K Hold
570
– – ﹤0.01% 616
2024
Q4 		$59.9K Hold
570
– – ﹤0.01% 589
2024
Q3 		$67.7K Hold
570
– – ﹤0.01% 554
2024
Q2 		$51.1K Hold
570
– – ﹤0.01% 595
2024
Q1 		$45.7K Sell
570
-400
-41% -$29K ﹤0.01% 624
2023
Q4 		$67.9K Hold
970
– – 0.01% 548
2023
Q3 		$57.7K Hold
970
– – ﹤0.01% 565
2023
Q2 		$55.1K Hold
970
– – ﹤0.01% 590
2023
Q1 		$51.3K Hold
970
– – ﹤0.01% 609
2022
Q4 		$48.4K Hold
970
– – ﹤0.01% 599
2022
Q3 		$43K Hold
970
– – ﹤0.01% 567
2022
Q2 		$47K Hold
970
– – ﹤0.01% 556
2022
Q1 		$54K Hold
970
– – ﹤0.01% 565
2021
Q4 		$51K Hold
970
– – ﹤0.01% 601
2021
Q3 		$42K Hold
970
– – ﹤0.01% 618
2021
Q2 		$41K Hold
970
– – ﹤0.01% 614
2021
Q1 		$36K Hold
970
– – ﹤0.01% 614
2020
Q4 		$29K Hold
970
– – ﹤0.01% 625
2020
Q3 		$26K Hold
970
– – ﹤0.01% 623
2020
Q2 		$25K Hold
970
– – ﹤0.01% 597
2020
Q1 		$23K Buy
970
+100
+11% +$3.03K ﹤0.01% 606
2019
Q4 		$28K Hold
870
– – ﹤0.01% 667
2019
Q3 		$28K Buy
+870
New +$27.3K ﹤0.01% 654
2015
Q4 		– Sell
-298
Closed -$9K – 798
2015
Q3 		$9K Sell
298
-2
-0.7% -$60 ﹤0.01% 632
2015
Q2 		$9K Hold
300
– – ﹤0.01% 623
2015
Q1 		$11K Buy
+300
New +$11.6K ﹤0.01% 586

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

North Star Investment Management's IRM Position: Q2 2026 in Review

North Star Investment Management reduced its Iron Mountain (IRM) stake by 32% in Q2 2026, selling an estimated $12.3K and leaving 209 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

North Star Investment Management first reported a position in IRM in Q1 2015 and has held it in 31 quarters since. The position peaked at $67.9K in Q4 2023. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • North Star Investment Management held 209 shares of Iron Mountain worth $26.4K as of Q2 2026.
  • North Star Investment Management sold 100 Iron Mountain shares in Q2 2026, an estimated $12.3K.
  • Iron Mountain made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #870 holding.
  • North Star Investment Management first reported a position in Iron Mountain in Q1 2015 and has held it in 31 quarters since.
  • North Star Investment Management's Iron Mountain position peaked at $67.9K in Q4 2023.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.