Global Financial Private Client’s Iron Mountain IRM Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-37	Closed	-$3.18K	–	883
2025 Q1	$3.18K	Hold	37	–	–	﹤0.01%	762
2024 Q4	$3.89K	Hold	37	–	–	﹤0.01%	660
2024 Q3	$4.4K	Buy	+37	New	+$3.96K	﹤0.01%	656

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Financial Private Client's IRM Position: Q2 2025 in Review

Global Financial Private Client sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 37 shares — an estimated $3.18K sold.

Global Financial Private Client first reported a position in IRM in Q3 2024 and held it in 3 quarters. The position peaked at $4.4K in Q3 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

Global Financial Private Client reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 37 Iron Mountain shares in Q2 2025, an estimated $3.18K.
Global Financial Private Client first reported a position in Iron Mountain in Q3 2024 and held it in 3 quarters.
Global Financial Private Client's Iron Mountain position peaked at $4.4K in Q3 2024.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.