Legacy Advisors’s Iron Mountain IRM Stock Holding History

Legacy 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	-1,940	Closed	-$205K	–	451
2024 Q4	$205K	Buy	1,940 +39	+2%	+$4.58K	0.02%	387
2024 Q3	$227K	Buy	+1,901	New	+$203K	0.02%	342

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Advisors's IRM Position: Q1 2025 in Review

Legacy Advisors sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 1,940 shares — an estimated $205K sold.

Legacy Advisors first reported a position in IRM in Q3 2024 and held it in 2 quarters. The position peaked at $227K in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Legacy Advisors reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Legacy Advisors sold 1,940 Iron Mountain shares in Q1 2025, an estimated $205K.
Legacy Advisors first reported a position in Iron Mountain in Q3 2024 and held it in 2 quarters.
Legacy Advisors's Iron Mountain position peaked at $227K in Q3 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.