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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
2026
Q1 		– Sell
-180
Closed -$14.9K – 712
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

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 $3.37T AUM 44.26% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tucker Asset Management's IRM Position: Q1 2026 in Review

Tucker Asset Management sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 180 shares — an estimated $14.9K sold.

Tucker Asset Management first reported a position in IRM in Q2 2022 and held it in 12 quarters. The position peaked at $38.9K in Q3 2023. 1,090 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Tucker Asset Management reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 180 Iron Mountain shares in Q1 2026, an estimated $14.9K.
  • Tucker Asset Management first reported a position in Iron Mountain in Q2 2022 and held it in 12 quarters.
  • Tucker Asset Management's Iron Mountain position peaked at $38.9K in Q3 2023.
  • 1,090 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.