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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compass Wealth Management's IRM Position: Q2 2025 in Review

Compass Wealth Management sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 525 shares — an estimated $45.2K sold.

Compass Wealth Management first reported a position in IRM in Q4 2022 and held it in 10 quarters. The position peaked at $62.4K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Compass Wealth Management reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 525 Iron Mountain shares in Q2 2025, an estimated $45.2K.
  • Compass Wealth Management first reported a position in Iron Mountain in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Iron Mountain position peaked at $62.4K in Q3 2024.
  • 1,045 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.