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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Iron Mountain IRM Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
-8,502
Closed -$894K – 80
2024
Q4 		$894K Buy
+8,502
New +$999K 0.61% 51

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IRM Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 8,502 shares — an estimated $894K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IRM in Q4 2024 and held it in 1 quarter. The position peaked at $894K in Q4 2024. 995 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 8,502 Iron Mountain shares in Q1 2025, an estimated $894K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Iron Mountain in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Iron Mountain position peaked at $894K in Q4 2024.
  • 995 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.