Liberty Wealth Management’s Iron Mountain IRM Stock Holding History

Liberty 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
2024 Q4	–	Sell	-2,262	Closed	-$269K	–	233
2024 Q3	$269K	Buy	+2,262	New	+$242K	0.05%	170
2021 Q4	–	Sell	-58	Closed	-$2K	–	627
2021 Q3	$2K	Buy	58 +30	+107%	+$1.35K	﹤0.01%	1060
2021 Q2	$1K	Hold	28	–	–	﹤0.01%	1003
2021 Q1	$0	Hold	28	–	–	﹤0.01%	990
2020 Q4	$0	Buy	+28	New	+$777	﹤0.01%	1013
2020 Q3	–	Sell	-40	Closed	-$1K	–	907
2020 Q2	$1K	Buy	40 +9	+29%	+$227	﹤0.01%	791
2020 Q1	$1K	Hold	31	–	–	﹤0.01%	808
2019 Q4	$1K	Hold	31	–	–	﹤0.01%	836
2019 Q3	$1K	Hold	31	–	–	﹤0.01%	798
2019 Q2	$1K	Hold	31	–	–	﹤0.01%	826
2019 Q1	$1K	Hold	31	–	–	﹤0.01%	679
2018 Q4	$1K	Buy	+31	New	+$1.02K	﹤0.01%	712

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Liberty Wealth Management's IRM Position: Q4 2024 in Review

Liberty Wealth Management sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 2,262 shares — an estimated $269K sold.

Liberty Wealth Management first reported a position in IRM in Q4 2018 and held it in 12 quarters. The position peaked at $269K in Q3 2024. 1,065 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

Liberty Wealth Management reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
Liberty Wealth Management sold 2,262 Iron Mountain shares in Q4 2024, an estimated $269K.
Liberty Wealth Management first reported a position in Iron Mountain in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Iron Mountain position peaked at $269K in Q3 2024.
1,065 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Liberty Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.