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Concourse Financial Group Securities’s Iron Mountain IRM Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-12,293
Closed -$1.35M – 1052
2024
Q4 		$1.35M Sell
12,293
-378
-3% -$44.4K 0.08% 252
2024
Q3 		$1.51M Buy
12,671
+201
+2% +$21.5K 0.09% 220
2024
Q2 		$1.13M Buy
12,470
+3,261
+35% +$264K 0.07% 261
2024
Q1 		$745K Buy
9,209
+569
+7% +$41.2K 0.05% 364
2023
Q4 		$610K Sell
8,640
-1,432
-14% -$89.8K 0.04% 394
2023
Q3 		$605K Sell
10,072
-540
-5% -$33K 0.05% 375
2023
Q2 		$610K Sell
10,612
-733
-6% -$40.1K 0.05% 389
2023
Q1 		$607K Buy
11,345
+1,269
+13% +$66.5K 0.05% 387
2022
Q4 		$509K Sell
10,076
-910
-8% -$45.9K 0.04% 408
2022
Q3 		$490K Buy
10,986
+155
+1% +$7.83K 0.05% 356
2022
Q2 		$534K Buy
10,831
+934
+9% +$49.2K 0.05% 383
2022
Q1 		$554K Buy
9,897
+752
+8% +$35.8K 0.04% 401
2021
Q4 		$484K Sell
9,145
-677
-7% -$32K 0.03% 491
2021
Q3 		$432K Buy
9,822
+225
+2% +$10.1K 0.03% 496
2021
Q2 		$412K Buy
9,597
+136
+1% +$5.7K 0.03% 498
2021
Q1 		$356K Sell
9,461
-2,650
-22% -$88.6K 0.03% 498
2020
Q4 		$365K Sell
12,111
-649
-5% -$18K 0.03% 445
2020
Q3 		$350K Sell
12,760
-348
-3% -$9.9K 0.03% 405
2020
Q2 		$350K Sell
13,108
-519
-4% -$13.1K 0.03% 387
2020
Q1 		$333K Buy
13,627
+2,633
+24% +$79.7K 0.04% 345
2019
Q4 		$357K Buy
10,994
+9,911
+915% +$325K 0.04% 360
2019
Q3 		$36K Sell
1,083
-3,245
-75% -$102K 0.01% 731
2019
Q2 		$137K Buy
4,328
+2,716
+168% +$89K 0.01% 583
2019
Q1 		$57K Buy
1,612
+187
+13% +$6.61K 0.01% 835
2018
Q4 		$46K Buy
1,425
+862
+153% +$28.3K 0.01% 842
2018
Q3 		$20K Buy
+563
New +$20.1K 0.01% 853

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Concourse Financial Group Securities's IRM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 12,293 shares — an estimated $1.35M sold.

Concourse Financial Group Securities first reported a position in IRM in Q3 2018 and held it in 26 quarters. The position peaked at $1.51M in Q3 2024. 995 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 12,293 Iron Mountain shares in Q1 2025, an estimated $1.35M.
  • Concourse Financial Group Securities first reported a position in Iron Mountain in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Iron Mountain position peaked at $1.51M in Q3 2024.
  • 995 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.