Van Hulzen Asset Management’s Iron Mountain IRM Stock Holding History

Van Hulzen 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 Q1	–	Sell	-400	Closed	-$42K	–	685
2024 Q4	$42K	Buy	+400	New	+$47K	﹤0.01%	538
2022 Q2	–	Sell	-4,150	Closed	-$230K	–	309
2022 Q1	$230K	Buy	+4,150	New	+$198K	0.02%	271
2021 Q4	–	Sell	-7,050	Closed	-$306K	–	308
2021 Q3	$306K	Sell	7,050 -700	-9%	-$31.5K	0.05%	214
2021 Q2	$328K	Buy	+7,750	New	+$325K	0.05%	199

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Van Hulzen Asset Management's IRM Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 400 shares — an estimated $42K sold.

Van Hulzen Asset Management first reported a position in IRM in Q2 2021 and held it in 4 quarters. The position peaked at $328K in Q2 2021. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Van Hulzen Asset Management reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 400 Iron Mountain shares in Q1 2025, an estimated $42K.
Van Hulzen Asset Management first reported a position in Iron Mountain in Q2 2021 and held it in 4 quarters.
Van Hulzen Asset Management's Iron Mountain position peaked at $328K in Q2 2021.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.