Tucker Asset Management’s Iron Mountain IRM Stock Holding History

Tucker Asset 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
2025 Q4	$14.9K	Buy	+180	New	+$16.8K	﹤0.01%	505
2025 Q1	–	Sell	-227	Closed	-$23.9K	–	621
2024 Q4	$23.9K	Buy	227 +47	+26%	+$5.52K	﹤0.01%	523
2024 Q3	$21.4K	Hold	180	–	–	﹤0.01%	517
2024 Q2	$16.1K	Hold	180	–	–	﹤0.01%	694
2024 Q1	$14.4K	Hold	180	–	–	﹤0.01%	758
2023 Q4	$12.6K	Sell	180 -475	-73%	-$29.8K	﹤0.01%	644
2023 Q3	$38.9K	Hold	655	–	–	0.01%	381
2023 Q2	$37.2K	Sell	655 -50	-7%	-$2.74K	0.01%	309
2023 Q1	$37.3K	Buy	705 +50	+8%	+$2.62K	0.01%	302
2022 Q4	$32.8K	Hold	655	–	–	0.01%	192
2022 Q3	$32.8K	Hold	655	–	–	0.01%	179
2022 Q2	$31.9K	Buy	+655	New	+$34.5K	0.01%	127

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Tucker Asset Management's IRM Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Iron Mountain (IRM) in Q4 2025: 180 shares worth $14.9K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in IRM as recently as Q4 2024.

Tucker Asset Management first reported a position in IRM in Q2 2022 and has held it in 12 quarters since. The position peaked at $38.9K in Q3 2023. 1,006 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Tucker Asset Management held 180 shares of Iron Mountain worth $14.9K as of Q4 2025.
Iron Mountain was a new Tucker Asset Management position in Q4 2025.
Iron Mountain made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #505 holding.
Tucker Asset Management first reported a position in Iron Mountain in Q2 2022 and has held it in 12 quarters since.
Tucker Asset Management's Iron Mountain position peaked at $38.9K in Q3 2023.
1,006 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.