EWM
IRM icon

Evolution Wealth Management’s Iron Mountain IRM Stock Holding History

Evolution 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
Q4 		– Sell
-960
Closed -$97.8K – 768
2025
Q3 		$97.8K Buy
960
+8
+0.8% +$771 0.1% 143
2025
Q2 		$97.7K Buy
+952
New +$89.7K 0.12% 121

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Evolution Wealth Management's IRM Position: Q4 2025 in Review

Evolution Wealth Management sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 960 shares — an estimated $97.8K sold.

Evolution Wealth Management first reported a position in IRM in Q2 2025 and held it in 2 quarters. The position peaked at $97.8K in Q3 2025. 1,009 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • Evolution Wealth Management reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 960 Iron Mountain shares in Q4 2025, an estimated $97.8K.
  • Evolution Wealth Management first reported a position in Iron Mountain in Q2 2025 and held it in 2 quarters.
  • Evolution Wealth Management's Iron Mountain position peaked at $97.8K in Q3 2025.
  • 1,009 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.