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Congress Wealth Management’s Iron Mountain IRM Stock Holding History

Congress 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 		$5.64M Buy
54,950
+25,391
+86% +$2.39M 0.05% 359
2025
Q1 		$2.55M Sell
29,559
-3,347
-10% -$323K 0.03% 447
2024
Q4 		$3.46M Sell
32,906
-21,401
-39% -$2.51M 0.05% 332
2024
Q3 		$6.45M Buy
54,307
+11,307
+26% +$1.21M 0.09% 262
2024
Q2 		$3.85M Buy
+43,000
New +$3.48M 0.06% 279
2024
Q1 		– Sell
-7,278
Closed -$509K – 611
2023
Q4 		$509K Buy
+7,278
New +$457K 0.01% 459

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 $3.37T AUM 44.26% 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

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

Congress Wealth Management increased its Iron Mountain (IRM) stake by 86% in Q2 2025, buying an estimated $2.39M and bringing the position to 54,950 shares worth $5.64M. The position accounts for 0.05% of the portfolio, ranked #359.

Congress Wealth Management first reported a position in IRM in Q4 2023 and has held it in 6 quarters since. The position peaked at $6.45M in Q3 2024. 1,044 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Congress Wealth Management held 54,950 shares of Iron Mountain worth $5.64M as of Q2 2025.
  • Congress Wealth Management bought 25,391 Iron Mountain shares in Q2 2025, an estimated $2.39M.
  • Iron Mountain made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #359 holding.
  • Congress Wealth Management first reported a position in Iron Mountain in Q4 2023 and has held it in 6 quarters since.
  • Congress Wealth Management's Iron Mountain position peaked at $6.45M in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

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