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Foundations Investment Advisors’s Iron Mountain IRM Stock Holding History

Foundations Investment 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
Q3 		– Sell
-7,776
Closed -$798K – 1067
2025
Q2 		$798K Sell
7,776
-4,737
-38% -$447K 0.01% 481
2025
Q1 		$1.08M Buy
12,513
+3,906
+45% +$376K 0.02% 391
2024
Q4 		$905K Sell
8,607
-1,180
-12% -$139K 0.02% 425
2024
Q3 		$1.16M Sell
9,787
-579
-6% -$61.9K 0.02% 338
2024
Q2 		$929K Sell
10,366
-232
-2% -$18.8K 0.02% 347
2024
Q1 		$850K Sell
10,598
-2,403
-18% -$174K 0.02% 351
2023
Q4 		$901K Buy
13,001
+3,124
+32% +$196K 0.02% 325
2023
Q3 		$587K Buy
9,877
+2,937
+42% +$179K 0.02% 359
2023
Q2 		$394K Buy
6,940
+2,164
+45% +$118K 0.01% 410
2023
Q1 		$253K Buy
+4,776
New +$250K 0.01% 429

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Foundations Investment Advisors's IRM Position: Q3 2025 in Review

Foundations Investment Advisors sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 7,776 shares — an estimated $798K sold.

Foundations Investment Advisors first reported a position in IRM in Q1 2023 and held it in 10 quarters. The position peaked at $1.16M in Q3 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Foundations Investment Advisors reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,776 Iron Mountain shares in Q3 2025, an estimated $798K.
  • Foundations Investment Advisors first reported a position in Iron Mountain in Q1 2023 and held it in 10 quarters.
  • Foundations Investment Advisors's Iron Mountain position peaked at $1.16M in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.