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Carolinas Wealth Consulting’s Iron Mountain IRM Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-82
Closed -$7.04K – 462
2025
Q1 		$7.04K Sell
82
-1,062
-93% -$102K ﹤0.01% 559
2024
Q4 		$121K Sell
1,144
-5
-0.4% -$587 0.02% 230
2024
Q3 		$137K Buy
1,149
+5
+0.4% +$535 0.02% 217
2024
Q2 		$103K Buy
1,144
+33
+3% +$2.67K 0.02% 252
2024
Q1 		$89.8K Buy
1,111
+61
+6% +$4.42K 0.02% 280
2023
Q4 		$74.2K Hold
1,050
– – 0.02% 280
2023
Q3 		$62K Buy
1,050
+22
+2% +$1.34K 0.02% 287
2023
Q2 		$59K Sell
1,028
-250
-20% -$13.7K 0.01% 325
2023
Q1 		$68.4K Buy
1,278
+4
+0.3% +$210 0.01% 314
2022
Q4 		$64.6K Sell
1,274
-390
-23% -$19.7K 0.01% 317
2022
Q3 		$74K Buy
1,664
+17
+1% +$858 0.02% 276
2022
Q2 		$81K Buy
1,647
+15
+0.9% +$789 0.02% 271
2022
Q1 		$91K Sell
1,632
-11
-0.7% -$524 0.02% 265
2021
Q4 		$87K Buy
1,643
+18
+1% +$851 0.02% 278
2021
Q3 		$72K Sell
1,625
-59
-4% -$2.66K 0.02% 287
2021
Q2 		$72K Buy
1,684
+1,013
+151% +$42.5K 0.02% 309
2021
Q1 		$25K Sell
671
-212
-24% -$7.09K 0.01% 476
2020
Q4 		$27K Buy
883
+463
+110% +$12.8K 0.01% 430
2020
Q3 		$12K Buy
+420
New +$12K ﹤0.01% 448
2020
Q2 		– Hold
0
– – – 578

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolinas Wealth Consulting's IRM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 82 shares — an estimated $7.04K sold.

Carolinas Wealth Consulting first reported a position in IRM in Q3 2020 and held it in 19 quarters. The position peaked at $137K in Q3 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 82 Iron Mountain shares in Q2 2025, an estimated $7.04K.
  • Carolinas Wealth Consulting first reported a position in Iron Mountain in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Iron Mountain position peaked at $137K in Q3 2024.
  • 1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.