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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

North Star Investment Management's IRM Position: Q1 2026 in Review

North Star Investment Management increased its Iron Mountain (IRM) stake by 1.6% in Q1 2026, buying an estimated $497 and bringing the position to 309 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

North Star Investment Management first reported a position in IRM in Q1 2015 and has held it in 30 quarters since. The position peaked at $67.9K in Q4 2023. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

North Star Investment Management held 309 shares of Iron Mountain worth $31.6K as of Q1 2026.
North Star Investment Management bought 5 Iron Mountain shares in Q1 2026, an estimated $497.
Iron Mountain made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #832 holding.
North Star Investment Management first reported a position in Iron Mountain in Q1 2015 and has held it in 30 quarters since.
North Star Investment Management's Iron Mountain position peaked at $67.9K in Q4 2023.
1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.