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Jaffetilchin Investment Partners’s Iron Mountain IRM Stock Holding History

Jaffetilchin Investment Partners’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 		– Sell
-2,722
Closed -$279K – 451
2025
Q2 		$279K Hold
2,722
– – 0.02% 355
2025
Q1 		$234K Hold
2,722
– – 0.02% 367
2024
Q4 		$286K Sell
2,722
-5,197
-66% -$611K 0.02% 318
2024
Q3 		$941K Sell
7,919
-3,057
-28% -$327K 0.07% 156
2024
Q2 		$984K Sell
10,976
-456
-4% -$36.9K 0.08% 134
2024
Q1 		$917K Buy
11,432
+122
+1% +$8.83K 0.08% 141
2023
Q4 		$791K Sell
11,310
-903
-7% -$56.6K 0.08% 164
2023
Q3 		$726K Buy
+12,213
New +$746K 0.08% 153
2014
Q3 		– Sell
-17,154
Closed -$562K – 225
2014
Q2 		$562K Buy
+17,154
New +$465K 0.2% 79

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

Jaffetilchin Investment Partners's IRM Position: Q3 2025 in Review

Jaffetilchin Investment Partners sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 2,722 shares — an estimated $279K sold.

Jaffetilchin Investment Partners first reported a position in IRM in Q2 2014 and held it in 9 quarters. The position peaked at $984K in Q2 2024. 1,016 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Jaffetilchin Investment Partners reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,722 Iron Mountain shares in Q3 2025, an estimated $279K.
  • Jaffetilchin Investment Partners first reported a position in Iron Mountain in Q2 2014 and held it in 9 quarters.
  • Jaffetilchin Investment Partners's Iron Mountain position peaked at $984K in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2025, filed 13 Nov 2025.