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GM Advisory Group’s Iron Mountain IRM Stock Holding History

GM Advisory Group’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
-4,685
Closed -$478K – 354
2025
Q3 		$478K Sell
4,685
-2,495
-35% -$240K 0.02% 197
2025
Q2 		$736K Sell
7,180
-122
-2% -$11.5K 0.04% 172
2025
Q1 		$628K Sell
7,302
-487
-6% -$46.9K 0.03% 159
2024
Q4 		$819K Hold
7,789
– – 0.05% 135
2024
Q3 		$926K Sell
7,789
-280
-3% -$29.9K 0.06% 119
2024
Q2 		$723K Buy
8,069
+333
+4% +$27K 0.05% 131
2024
Q1 		$621K Hold
7,736
– – 0.04% 140
2023
Q4 		$541K Hold
7,736
– – 0.04% 139
2023
Q3 		$460K Sell
7,736
-3,353
-30% -$205K 0.04% 131
2023
Q2 		$630K Buy
11,089
+5,038
+83% +$276K 0.05% 107
2023
Q1 		$320K Hold
6,051
– – 0.03% 145
2022
Q4 		$302K Hold
6,051
– – 0.03% 140
2022
Q3 		$266K Sell
6,051
-54
-0.9% -$2.73K 0.03% 153
2022
Q2 		$297K Sell
6,105
-602
-9% -$31.7K 0.05% 141
2022
Q1 		$372K Sell
6,707
-115
-2% -$5.48K 0.04% 142
2021
Q4 		$357K Sell
6,822
-1,763
-21% -$83.3K 0.03% 150
2021
Q3 		$373K Sell
8,585
-340
-4% -$15.3K 0.04% 147
2021
Q2 		$378K Sell
8,925
-2,000
-18% -$83.9K 0.04% 145
2021
Q1 		$404K Buy
10,925
+1,733
+19% +$57.9K 0.05% 133
2020
Q4 		$271K Buy
+9,192
New +$255K 0.04% 144

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

GM Advisory Group's IRM Position: Q4 2025 in Review

GM Advisory Group sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 4,685 shares — an estimated $478K sold.

GM Advisory Group first reported a position in IRM in Q4 2020 and held it in 20 quarters. The position peaked at $926K in Q3 2024. 1,009 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • GM Advisory Group reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • GM Advisory Group sold 4,685 Iron Mountain shares in Q4 2025, an estimated $478K.
  • GM Advisory Group first reported a position in Iron Mountain in Q4 2020 and held it in 20 quarters.
  • GM Advisory Group's Iron Mountain position peaked at $926K in Q3 2024.
  • 1,009 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on GM Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.