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Sherman Porfolios’s Iron Mountain IRM Stock Holding History

Sherman Porfolios’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
2024
Q4 		$786K Buy
+7,476
New +$878K 0.34% 36

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sherman Porfolios's IRM Position: Q4 2024 in Review

Sherman Porfolios opened a new position in Iron Mountain (IRM) in Q4 2024: 7,476 shares worth $786K. The stake represents 0.34% of the portfolio and ranks #36 among its holdings.

1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Sherman Porfolios held 7,476 shares of Iron Mountain worth $786K as of Q4 2024.
  • Iron Mountain was a new Sherman Porfolios position in Q4 2024.
  • Iron Mountain made up 0.34% of Sherman Porfolios's portfolio in Q4 2024, its #36 holding.
  • 1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Sherman Porfolios's 13F filing for Q4 2024, filed 22 Dec 2025.