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Sargent Investment Group’s Iron Mountain IRM Stock Holding History

Sargent Investment Group’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 		$13.7M Sell
134,587
-507
-0.4% -$50.4K 1.81% 12
2025
Q4 		$11.2M Sell
135,094
-2,310
-2% -$216K 1.41% 18
2025
Q3 		$14M Buy
137,404
+653
+0.5% +$62.9K 2% 15
2025
Q2 		$12.3M Buy
136,751
+14,804
+12% +$1.4M 1.66% 15
2025
Q1 		$10.5M Sell
121,947
-3,691
-3% -$356K 1.68% 15
2024
Q4 		$12.8M Sell
125,638
-1,972
-2% -$232K 2.1% 12
2024
Q3 		$15.2M Buy
127,610
+1,250
+1% +$134K 2.72% 8
2024
Q2 		$11.3M Sell
126,360
-9,566
-7% -$774K 2.31% 9
2024
Q1 		$10.9M Sell
135,926
-10,431
-7% -$755K 2.39% 11
2023
Q4 		$10.2M Sell
146,357
-8,368
-5% -$525K 2.24% 13
2023
Q3 		$9.2M Sell
154,725
-9,365
-6% -$572K 2.22% 12
2023
Q2 		$9.32M Sell
164,090
-20,560
-11% -$1.13M 2.26% 14
2023
Q1 		$9.79M Sell
184,650
-5,353
-3% -$281K 2.58% 11
2022
Q4 		$9.47M Buy
190,003
+8,333
+5% +$421K 2.94% 6
2022
Q3 		$8.36M Buy
181,670
+5,965
+3% +$301K 2.6% 8
2022
Q2 		$8.55M Buy
175,705
+660
+0.4% +$34.7K 2.64% 9
2022
Q1 		$9.7M Buy
175,045
+4,570
+3% +$218K 2.44% 12
2021
Q4 		$8.92M Buy
170,475
+6,400
+4% +$302K 2.03% 14
2021
Q3 		$7.13M Buy
164,075
+4,252
+3% +$191K 1.73% 15
2021
Q2 		$6.76M Buy
159,823
+3,150
+2% +$132K 1.61% 16
2021
Q1 		$5.8M Buy
156,673
+22,250
+17% +$744K 1.53% 16
2020
Q4 		$3.96M Buy
134,423
+2,440
+2% +$67.7K 1.25% 22
2020
Q3 		$3.54M Buy
131,983
+16,638
+14% +$473K 1.29% 19
2020
Q2 		$3.03M Buy
115,345
+34,451
+43% +$870K 1.14% 23
2020
Q1 		$1.93M Buy
80,894
+74,109
+1,092% +$2.24M 0.89% 28
2019
Q4 		$216K Buy
+6,785
New +$222K 0.08% 136

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

Sargent Investment Group's IRM Position: Q1 2026 in Review

Sargent Investment Group reduced its Iron Mountain (IRM) stake by 0.38% in Q1 2026, selling an estimated $50.4K and leaving 134,587 shares worth $13.7M. The position accounts for 1.81% of the portfolio, ranked #12.

Sargent Investment Group first reported a position in IRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $15.2M in Q3 2024. 1,084 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Sargent Investment Group held 134,587 shares of Iron Mountain worth $13.7M as of Q1 2026.
  • Sargent Investment Group sold 507 Iron Mountain shares in Q1 2026, an estimated $50.4K.
  • Iron Mountain made up 1.81% of Sargent Investment Group's portfolio in Q1 2026, its #12 holding.
  • Sargent Investment Group first reported a position in Iron Mountain in Q4 2019 and has held it in 26 quarters since.
  • Sargent Investment Group's Iron Mountain position peaked at $15.2M in Q3 2024.
  • 1,084 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.