Fiduciary Trust’s Iron Mountain IRM Stock Holding History

Fiduciary Trust’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.32M	Buy	22,574 +1,000	+5%	+$103K	0.03%	259
2025 Q1	$1.86M	Sell	21,574 -148	-0.7%	-$12.7K	0.02%	288
2024 Q4	$2.28M	Hold	21,722	–	–	0.03%	240
2024 Q3	$2.58M	Sell	21,722 -20	-0.1%	-$2.38K	0.04%	235
2024 Q2	$1.95M	Buy	21,742 +246	+1%	+$22K	0.03%	249
2024 Q1	$1.72M	Buy	21,496 +242	+1%	+$19.4K	0.03%	272
2023 Q4	$1.49M	Sell	21,254 -252	-1%	-$17.6K	0.02%	279
2023 Q3	$1.28M	Hold	21,506	–	–	0.02%	283
2023 Q2	$1.22M	Buy	21,506 +157	+0.7%	+$8.92K	0.02%	301
2023 Q1	$1.13M	Sell	21,349 -780	-4%	-$41.3K	0.02%	306
2022 Q4	$1.1M	Buy	22,129 +170	+0.8%	+$8.47K	0.02%	319
2022 Q3	$965K	Sell	21,959 -101	-0.5%	-$4.44K	0.02%	327
2022 Q2	$1.08M	Buy	22,060 +120	+0.5%	+$5.85K	0.02%	317
2022 Q1	$1.22M	Buy	21,940 +1,263	+6%	+$70K	0.02%	313
2021 Q4	$1.08M	Sell	20,677 -1	-0%	-$52	0.02%	339
2021 Q3	$898K	Hold	20,678	–	–	0.02%	353
2021 Q2	$875K	Hold	20,678	–	–	0.02%	357
2021 Q1	$765K	Sell	20,678 -6	-0%	-$222	0.02%	379
2020 Q4	$610K	Hold	20,684	–	–	0.01%	397
2020 Q3	$554K	Sell	20,684 -9,440	-31%	-$253K	0.01%	377
2020 Q2	$786K	Sell	30,124 -960	-3%	-$25K	0.02%	308
2020 Q1	$740K	Sell	31,084 -2,710	-8%	-$64.5K	0.02%	292
2019 Q4	$1.08M	Sell	33,794 -10	-0%	-$319	0.03%	275
2019 Q3	$1.09M	Buy	33,804 +2,720	+9%	+$88K	0.03%	261
2019 Q2	$973K	Sell	31,084 -3	-0%	-$94	0.03%	263
2019 Q1	$1.1M	Buy	31,087 +1,503	+5%	+$53.3K	0.03%	245
2018 Q4	$959K	Sell	29,584 -13	-0%	-$421	0.03%	242
2018 Q3	$1.02M	Hold	29,597	–	–	0.03%	250
2018 Q2	$1.04M	Buy	29,597 +13	+0%	+$455	0.03%	247
2018 Q1	$972K	Hold	29,584	–	–	0.03%	254
2017 Q4	$1.12M	Hold	29,584	–	–	0.03%	240
2017 Q3	$1.15M	Hold	29,584	–	–	0.04%	235
2017 Q2	$1.02M	Hold	29,584	–	–	0.03%	244
2017 Q1	$1.06M	Hold	29,584	–	–	0.03%	249
2016 Q4	$961K	Hold	29,584	–	–	0.03%	260
2016 Q3	$1.11M	Hold	29,584	–	–	0.04%	237
2016 Q2	$1.18M	Hold	29,584	–	–	0.04%	232
2016 Q1	$1M	Sell	29,584 -1,238	-4%	-$42K	0.04%	253
2015 Q4	$833K	Buy	30,822 +643	+2%	+$17.4K	0.04%	252
2015 Q3	$936K	Buy	30,179 +600	+2%	+$18.6K	0.04%	218
2015 Q2	$917K	Hold	29,579	–	–	0.04%	222
2015 Q1	$1.08M	Hold	29,579	–	–	0.04%	202
2014 Q4	$1.14M	Buy	29,579 +1,994	+7%	+$77.1K	0.05%	200
2014 Q3	$901K	Sell	27,585 -2,262	-8%	-$73.9K	0.04%	194
2014 Q2	$978K	Hold	29,847	–	–	0.04%	192
2014 Q1	$760K	Hold	29,847	–	–	0.03%	202
2013 Q4	$837K	Hold	29,847	–	–	0.04%	189
2013 Q3	$744K	Hold	29,847	–	–	0.03%	190
2013 Q2	$734K	Buy	+29,847	New	+$734K	0.03%	191