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Hemington Wealth Management’s Iron Mountain IRM Stock Holding History

Hemington Wealth Management’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
Q3 		$16K Hold
163
– – ﹤0.01% 719
2025
Q2 		$16K Sell
163
-1
-0.6% -$94 ﹤0.01% 696
2025
Q1 		$14K Hold
164
– – ﹤0.01% 692
2024
Q4 		$17K Hold
164
– – ﹤0.01% 597
2024
Q3 		$20K Buy
+164
New +$17.5K 0.01% 508

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hemington Wealth Management's IRM Position: Q3 2025 in Review

Hemington Wealth Management held its Iron Mountain (IRM) position steady in Q3 2025 at 163 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Hemington Wealth Management first reported a position in IRM in Q3 2024 and has held it in 5 quarters since. The position peaked at $20K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Hemington Wealth Management held 163 shares of Iron Mountain worth $16K as of Q3 2025.
  • Hemington Wealth Management left its Iron Mountain share count unchanged in Q3 2025.
  • Iron Mountain made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #719 holding.
  • Hemington Wealth Management first reported a position in Iron Mountain in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Iron Mountain position peaked at $20K in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.