Zacks Investment Management’s Iron Mountain IRM Stock Holding History

Zacks Investment 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	–	Sell	-19,412	Closed	-$1.98M	–	783
2025 Q3	$1.98M	Buy	19,412 +140	+0.7%	+$13.5K	0.02%	327
2025 Q2	$1.98M	Buy	19,272 +1,587	+9%	+$150K	0.02%	325
2025 Q1	$1.52M	Buy	17,685 +537	+3%	+$51.7K	0.01%	357
2024 Q4	$1.8M	Buy	17,148 +529	+3%	+$62.2K	0.02%	347
2024 Q3	$1.97M	Sell	16,619 -788	-5%	-$84.3K	0.02%	345
2024 Q2	$1.56M	Buy	17,407 +1,962	+13%	+$159K	0.02%	324
2024 Q1	$1.24M	Buy	+15,445	New	+$1.12M	0.01%	379
2014 Q4	–	Sell	-15,754	Closed	-$514K	–	688
2014 Q3	$514K	Buy	+15,754	New	+$511K	0.02%	403

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

Zacks Investment Management's IRM Position: Q4 2025 in Review

Zacks Investment Management sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 19,412 shares — an estimated $1.98M sold.

Zacks Investment Management first reported a position in IRM in Q3 2014 and held it in 8 quarters. The position peaked at $1.98M in Q3 2025. 1,006 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Zacks Investment Management reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Zacks Investment Management sold 19,412 Iron Mountain shares in Q4 2025, an estimated $1.98M.
Zacks Investment Management first reported a position in Iron Mountain in Q3 2014 and held it in 8 quarters.
Zacks Investment Management's Iron Mountain position peaked at $1.98M in Q3 2025.
1,006 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.