Baldwin Wealth Partners’s Iron Mountain IRM Stock Holding History

Baldwin 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
2024 Q4	–	Sell	-1,775	Closed	-$211K	–	630
2024 Q3	$211K	Sell	1,775 -233	-12%	-$24.9K	0.01%	322
2024 Q2	$180K	Hold	2,008	–	–	0.01%	213
2024 Q1	$161K	Hold	2,008	–	–	0.01%	227
2023 Q4	$141K	Hold	2,008	–	–	0.01%	241
2023 Q3	$119K	Hold	2,008	–	–	0.01%	278
2023 Q2	$114K	Hold	2,008	–	–	0.01%	301
2023 Q1	$106K	Hold	2,008	–	–	0.01%	316
2022 Q4	$100K	Buy	2,008 +808	+67%	+$40.8K	0.01%	319
2022 Q3	$53K	Hold	1,200	–	–	0.01%	324
2022 Q2	$58K	Buy	1,200 +200	+20%	+$10.5K	0.01%	331
2022 Q1	$55K	Buy	+1,000	New	+$47.6K	0.01%	357
2020 Q1	–	Sell	-1,229	Closed	-$39K	–	558
2019 Q4	$39K	Hold	1,229	–	–	0.01%	348
2019 Q3	$40K	Hold	1,229	–	–	0.01%	335
2019 Q2	$38K	Hold	1,229	–	–	0.01%	336
2019 Q1	$44K	Buy	+1,229	New	+$43.4K	0.01%	316

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baldwin Wealth Partners's IRM Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 1,775 shares — an estimated $211K sold.

Baldwin Wealth Partners first reported a position in IRM in Q1 2019 and held it in 15 quarters. The position peaked at $211K in Q3 2024. 1,068 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

Baldwin Wealth Partners reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,775 Iron Mountain shares in Q4 2024, an estimated $211K.
Baldwin Wealth Partners first reported a position in Iron Mountain in Q1 2019 and held it in 15 quarters.
Baldwin Wealth Partners's Iron Mountain position peaked at $211K in Q3 2024.
1,068 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.