EBA
IRM icon

Eagle Bay Advisors’s Iron Mountain IRM Stock Holding History

Eagle Bay Advisors’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
-1,161
Closed -$123K – 535
2024
Q4 		$123K Buy
1,161
+5
+0.4% +$587 0.08% 167
2024
Q3 		$138K Buy
1,156
+7
+0.6% +$749 0.05% 227
2024
Q2 		$104K Sell
1,149
-544
-32% -$44K 0.06% 203
2024
Q1 		$137K Buy
1,693
+14
+0.8% +$1.01K 0.09% 170
2023
Q4 		$118K Sell
1,679
-363
-18% -$22.8K 0.07% 184
2023
Q3 		$121K Buy
2,042
+1,227
+151% +$75K 0.06% 210
2023
Q2 		$46.3K Buy
815
+795
+3,975% +$43.5K 0.03% 379
2023
Q1 		$1.06K Hold
20
– – ﹤0.01% 813
2022
Q4 		$997 Hold
20
– – ﹤0.01% 825
2022
Q3 		$1K Hold
20
– – ﹤0.01% 837
2022
Q2 		$974 Buy
+20
New +$1.05K ﹤0.01% 915
2022
Q1 		– Sell
-76
Closed -$4K – 613
2021
Q4 		$4K Sell
76
-157
-67% -$7.42K ﹤0.01% 832
2021
Q3 		$8K Sell
233
-68
-23% -$3.06K ﹤0.01% 767
2021
Q2 		$14K Buy
+301
New +$12.6K 0.01% 620

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Eagle Bay Advisors's IRM Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 1,161 shares — an estimated $123K sold.

Eagle Bay Advisors first reported a position in IRM in Q2 2021 and held it in 14 quarters. The position peaked at $138K in Q3 2024. 996 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 1,161 Iron Mountain shares in Q1 2025, an estimated $123K.
  • Eagle Bay Advisors first reported a position in Iron Mountain in Q2 2021 and held it in 14 quarters.
  • Eagle Bay Advisors's Iron Mountain position peaked at $138K in Q3 2024.
  • 996 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.