GoalVest Advisory’s Iron Mountain IRM Stock Holding History

GoalVest Advisory’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	-4	Closed	-$344	–	449
2025 Q1	$344	Buy	+4	New	+$385	﹤0.01%	395
2022 Q2	–	Sell	-6	Closed	–	–	423
2022 Q1	$0	Buy	+6	New	+$286	﹤0.01%	441

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

GoalVest Advisory's IRM Position: Q2 2025 in Review

GoalVest Advisory sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 4 shares — an estimated $344 sold.

GoalVest Advisory first reported a position in IRM in Q1 2022 and held it in 2 quarters. The position peaked at $344 in Q1 2025. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

GoalVest Advisory reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 4 Iron Mountain shares in Q2 2025, an estimated $344.
GoalVest Advisory first reported a position in Iron Mountain in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's Iron Mountain position peaked at $344 in Q1 2025.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.