Key Financial Inc’s Iron Mountain IRM Stock Holding History

Key Financial Inc’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	-251	Closed	-$21.6K	–	1453
2025 Q1	$21.6K	Sell	251 -1	-0.4%	-$96	﹤0.01%	650
2024 Q4	$26.5K	Buy	252 +251	+25,100%	+$29.5K	0.01%	590
2024 Q3	$119	Hold	1	–	–	﹤0.01%	1325
2024 Q2	$90	Hold	1	–	–	﹤0.01%	1316
2024 Q1	$80	Hold	1	–	–	﹤0.01%	1295
2023 Q4	$70	Hold	1	–	–	﹤0.01%	1303
2023 Q3	$59	Hold	1	–	–	﹤0.01%	1329
2023 Q2	$57	Hold	1	–	–	﹤0.01%	1371
2023 Q1	$53	Hold	1	–	–	﹤0.01%	1159
2022 Q4	$44	Hold	1	–	–	﹤0.01%	1164
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1149
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1127
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1085
2021 Q4	$0	Hold	1	–	–	﹤0.01%	978
2021 Q3	$0	Buy	+1	New	+$45	﹤0.01%	931

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Key Financial Inc's IRM Position: Q2 2025 in Review

Key Financial Inc sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 251 shares — an estimated $21.6K sold.

Key Financial Inc first reported a position in IRM in Q3 2021 and held it in 15 quarters. The position peaked at $26.5K in Q4 2024. 1,044 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

Key Financial Inc reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
Key Financial Inc sold 251 Iron Mountain shares in Q2 2025, an estimated $21.6K.
Key Financial Inc first reported a position in Iron Mountain in Q3 2021 and held it in 15 quarters.
Key Financial Inc's Iron Mountain position peaked at $26.5K in Q4 2024.
1,044 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.