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Evelyn Partners Investment Management’s Iron Mountain IRM Stock Holding History

Evelyn Partners Investment 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
Q1 		– Sell
-125
Closed -$13.1K – 427
2024
Q4 		$13.1K Buy
+125
New +$14.7K ﹤0.01% 344

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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
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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

Evelyn Partners Investment Management's IRM Position: Q1 2025 in Review

Evelyn Partners Investment Management sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 125 shares — an estimated $13.1K sold.

Evelyn Partners Investment Management first reported a position in IRM in Q4 2024 and held it in 1 quarter. The position peaked at $13.1K in Q4 2024. 995 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Evelyn Partners Investment Management reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 125 Iron Mountain shares in Q1 2025, an estimated $13.1K.
  • Evelyn Partners Investment Management first reported a position in Iron Mountain in Q4 2024 and held it in 1 quarter.
  • Evelyn Partners Investment Management's Iron Mountain position peaked at $13.1K in Q4 2024.
  • 995 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2025, filed 4 Aug 2025.