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Green Alpha Advisors’s Iron Mountain IRM Stock Holding History

Green Alpha 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
Q1 		– Sell
-15,971
Closed -$1.68M – 130
2024
Q4 		$1.68M Sell
15,971
-8,788
-35% -$1.03M 1.35% 19
2024
Q3 		$2.94M Sell
24,759
-1,394
-5% -$149K 2.31% 3
2024
Q2 		$2.34M Sell
26,153
-974
-4% -$78.8K 1.88% 10
2024
Q1 		$2.18M Buy
27,127
+5,230
+24% +$379K 1.58% 14
2023
Q4 		$1.53M Sell
21,897
-9,973
-31% -$626K 1.1% 24
2023
Q3 		$1.89M Sell
31,870
-4,100
-11% -$251K 1.46% 13
2023
Q2 		$2.04M Buy
35,970
+2,139
+6% +$117K 1.34% 15
2023
Q1 		$1.79M Buy
33,831
+2,913
+9% +$153K 1.26% 15
2022
Q4 		$1.54M Buy
30,918
+2,918
+10% +$147K 1.28% 21
2022
Q3 		$1.23M Buy
28,000
+736
+3% +$37.2K 1.04% 27
2022
Q2 		$1.33M Sell
27,264
-6,205
-19% -$327K 0.31% 65
2022
Q1 		$1.85M Buy
33,469
+8,625
+35% +$411K 1.25% 22
2021
Q4 		$1.3M Buy
24,844
+207
+0.8% +$9.78K 0.88% 48
2021
Q3 		$1.07M Buy
24,637
+4,932
+25% +$222K 0.74% 59
2021
Q2 		$834K Buy
19,705
+6,653
+51% +$279K 0.57% 92
2021
Q1 		$483K Buy
+13,052
New +$436K 0.48% 83

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Green Alpha Advisors's IRM Position: Q1 2025 in Review

Green Alpha Advisors sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 15,971 shares — an estimated $1.68M sold.

Green Alpha Advisors first reported a position in IRM in Q1 2021 and held it in 16 quarters. The position peaked at $2.94M in Q3 2024. 996 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Green Alpha Advisors reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
  • Green Alpha Advisors sold 15,971 Iron Mountain shares in Q1 2025, an estimated $1.68M.
  • Green Alpha Advisors first reported a position in Iron Mountain in Q1 2021 and held it in 16 quarters.
  • Green Alpha Advisors's Iron Mountain position peaked at $2.94M in Q3 2024.
  • 996 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Green Alpha Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.