Heck Capital Advisors’s Iron Mountain IRM Stock Holding History

Heck Capital 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	-30	Closed	-$3.15K	–	511
2024 Q4	$3.15K	Buy	+30	New	+$3.52K	﹤0.01%	604

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Heck Capital Advisors's IRM Position: Q1 2025 in Review

Heck Capital Advisors sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 30 shares — an estimated $3.15K sold.

Heck Capital Advisors first reported a position in IRM in Q4 2024 and held it in 1 quarter. The position peaked at $3.15K in Q4 2024. 996 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Heck Capital Advisors reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 30 Iron Mountain shares in Q1 2025, an estimated $3.15K.
Heck Capital Advisors first reported a position in Iron Mountain in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Iron Mountain position peaked at $3.15K in Q4 2024.
996 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.