Dorsey Wright & Associates’s Iron Mountain IRM Stock Holding History

Dorsey Wright & Associates’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	-21,641	Closed	-$2.27M	–	135
2024 Q4	$2.27M	Sell	21,641 -300	-1%	-$35.2K	0.54%	81
2024 Q3	$2.61M	Buy	21,941 +17,973	+453%	+$1.92M	0.62%	75
2024 Q2	$356K	Sell	3,968 -999	-20%	-$80.9K	0.09%	108
2024 Q1	$398K	Sell	4,967 -37	-0.7%	-$2.68K	0.1%	109
2023 Q4	$350K	Sell	5,004 -20	-0.4%	-$1.25K	0.11%	112
2023 Q3	$299K	Buy	5,024 +48	+1%	+$2.93K	0.09%	109
2023 Q2	$283K	Sell	4,976 -16	-0.3%	-$876	0.09%	111
2023 Q1	$264K	Sell	4,992 -34	-0.7%	-$1.78K	0.08%	115
2022 Q4	$251K	Buy	+5,026	New	+$254K	0.07%	120
2022 Q2	$1.72M	Buy	+35,305	New	+$1.86M	0.5%	89

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

Dorsey Wright & Associates's IRM Position: Q1 2025 in Review

Dorsey Wright & Associates sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 21,641 shares — an estimated $2.27M sold.

Dorsey Wright & Associates first reported a position in IRM in Q2 2022 and held it in 10 quarters. The position peaked at $2.61M in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Dorsey Wright & Associates reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Dorsey Wright & Associates sold 21,641 Iron Mountain shares in Q1 2025, an estimated $2.27M.
Dorsey Wright & Associates first reported a position in Iron Mountain in Q2 2022 and held it in 10 quarters.
Dorsey Wright & Associates's Iron Mountain position peaked at $2.61M in Q3 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Dorsey Wright & Associates's 13F filing for Q1 2025, filed 6 May 2025.