Fiduciary Planning’s Iron Mountain IRM Stock Holding History

Fiduciary Planning’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	-2,382	Closed	-$243K	–	80
2025 Q3	$243K	Buy	+2,382	New	+$229K	0.07%	74
2022 Q1	–	Sell	-7,828	Closed	-$410K	–	44
2021 Q4	$410K	Sell	7,828 -16,280	-68%	-$769K	0.23%	39
2021 Q3	$1.05M	Sell	24,108 -409	-2%	-$18.4K	0.56%	24
2021 Q2	$1.04M	Sell	24,517 -13,198	-35%	-$554K	0.9%	29
2021 Q1	$1.4M	Buy	37,715 +2,622	+7%	+$87.7K	2.11%	20
2020 Q4	$1.03M	Buy	35,093 +2,790	+9%	+$77.4K	1.46%	29
2020 Q3	$865K	Buy	32,303 +3,866	+14%	+$110K	1.43%	28
2020 Q2	$802K	Buy	+28,437	New	+$718K	1.77%	24

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fiduciary Planning's IRM Position: Q4 2025 in Review

Fiduciary Planning sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 2,382 shares — an estimated $243K sold.

Fiduciary Planning first reported a position in IRM in Q2 2020 and held it in 8 quarters. The position peaked at $1.4M in Q1 2021. 1,007 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Fiduciary Planning reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Fiduciary Planning sold 2,382 Iron Mountain shares in Q4 2025, an estimated $243K.
Fiduciary Planning first reported a position in Iron Mountain in Q2 2020 and held it in 8 quarters.
Fiduciary Planning's Iron Mountain position peaked at $1.4M in Q1 2021.
1,007 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Fiduciary Planning's 13F filing for Q4 2025, filed 22 Jan 2026.