Core Wealth Partners’s Iron Mountain IRM Stock Holding History

Core Wealth Partners’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	-3,127	Closed	-$329K	–	174
2024 Q4	$329K	Sell	3,127 -790	-20%	-$92.8K	0.19%	111
2024 Q3	$465K	Buy	3,917 +12	+0.3%	+$1.28K	0.28%	80
2024 Q2	$350K	Buy	3,905 +13	+0.3%	+$1.05K	0.24%	86
2024 Q1	$312K	Buy	3,892 +96	+3%	+$6.95K	0.24%	85
2023 Q4	$266K	Buy	3,796 +287	+8%	+$18K	0.22%	85
2023 Q3	$209K	Buy	+3,509	New	+$214K	0.19%	101

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Core Wealth Partners's IRM Position: Q1 2025 in Review

Core Wealth Partners sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 3,127 shares — an estimated $329K sold.

Core Wealth Partners first reported a position in IRM in Q3 2023 and held it in 6 quarters. The position peaked at $465K in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Core Wealth Partners reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Core Wealth Partners sold 3,127 Iron Mountain shares in Q1 2025, an estimated $329K.
Core Wealth Partners first reported a position in Iron Mountain in Q3 2023 and held it in 6 quarters.
Core Wealth Partners's Iron Mountain position peaked at $465K in Q3 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Core Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.