GWN Securities’s Iron Mountain IRM Stock Holding History

GWN Securities’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	-10,877	Closed	-$1.05M	–	554
2025 Q1	$1.05M	Buy	+10,877	New	+$1.05M	0.06%	297

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

GWN Securities's IRM Position: Q2 2025 in Review

GWN Securities sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 10,877 shares — an estimated $1.05M sold.

GWN Securities first reported a position in IRM in Q1 2025 and held it in 1 quarter. The position peaked at $1.05M in Q1 2025. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

GWN Securities reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 10,877 Iron Mountain shares in Q2 2025, an estimated $1.05M.
GWN Securities first reported a position in Iron Mountain in Q1 2025 and held it in 1 quarter.
GWN Securities's Iron Mountain position peaked at $1.05M in Q1 2025.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.