CWM
IRM icon

Compass Wealth Management’s Iron Mountain IRM Stock Holding History

Compass Wealth Management’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
-525
Closed -$45.2K – 273
2025
Q1 		$45.2K Hold
525
– – 0.01% 256
2024
Q4 		$55.2K Hold
525
– – 0.01% 235
2024
Q3 		$62.4K Hold
525
– – 0.01% 233
2024
Q2 		$47.1K Hold
525
– – 0.01% 254
2024
Q1 		$42.1K Hold
525
– – 0.01% 264
2023
Q4 		$36.7K Hold
525
– – 0.01% 271
2023
Q3 		$31.2K Hold
525
– – 0.01% 278
2023
Q2 		$29.8K Hold
525
– – 0.01% 290
2023
Q1 		$27.8K Hold
525
– – 0.01% 298
2022
Q4 		$26.2K Buy
+525
New +$26.5K 0.01% 291

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