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Balboa Wealth Partners’s Iron Mountain IRM Stock Holding History

Balboa Wealth Partners’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
Q3 		– Sell
-2,106
Closed -$216K – 421
2025
Q2 		$216K Buy
+2,106
New +$199K 0.04% 313
2025
Q1 		– Sell
-4,031
Closed -$424K – 350
2024
Q4 		$424K Buy
4,031
+1,931
+92% +$227K 0.1% 159
2024
Q3 		$250K Buy
+2,100
New +$225K 0.06% 220

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Balboa Wealth Partners's IRM Position: Q3 2025 in Review

Balboa Wealth Partners sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 2,106 shares — an estimated $216K sold.

Balboa Wealth Partners first reported a position in IRM in Q3 2024 and held it in 3 quarters. The position peaked at $424K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Balboa Wealth Partners reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,106 Iron Mountain shares in Q3 2025, an estimated $216K.
  • Balboa Wealth Partners first reported a position in Iron Mountain in Q3 2024 and held it in 3 quarters.
  • Balboa Wealth Partners's Iron Mountain position peaked at $424K in Q4 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Balboa Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.