Capital Wealth Planning’s Iron Mountain IRM Stock Holding History

Capital Wealth Planning’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	-3,655	Closed	-$434K	–	144
2024 Q3	$434K	Buy	+3,655	New	+$391K	﹤0.01%	110

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Wealth Planning's IRM Position: Q4 2024 in Review

Capital Wealth Planning sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 3,655 shares — an estimated $434K sold.

Capital Wealth Planning first reported a position in IRM in Q3 2024 and held it in 1 quarter. The position peaked at $434K in Q3 2024. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

Capital Wealth Planning reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
Capital Wealth Planning sold 3,655 Iron Mountain shares in Q4 2024, an estimated $434K.
Capital Wealth Planning first reported a position in Iron Mountain in Q3 2024 and held it in 1 quarter.
Capital Wealth Planning's Iron Mountain position peaked at $434K in Q3 2024.
1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Capital Wealth Planning's 13F filing for Q4 2024, filed 5 Feb 2025.