M Holdings Securities’s Iron Mountain IRM Stock Holding History

M Holdings Securities’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 Q3	–	Sell	-12,162	Closed	-$1.09M	–	199
2024 Q2	$1.09M	Buy	+12,162	New	+$984K	0.14%	91
2023 Q2	–	Sell	-7,750	Closed	-$410K	–	322
2023 Q1	$410K	Sell	7,750 -90	-1%	-$4.72K	0.04%	298
2022 Q4	$391K	Buy	7,840 +18	+0.2%	+$909	0.04%	296
2022 Q3	$344K	Sell	7,822 -85	-1%	-$4.29K	0.04%	304
2022 Q2	$385K	Sell	7,907 -874	-10%	-$46K	0.04%	289
2022 Q1	$487K	Buy	+8,781	New	+$418K	0.04%	301
2021 Q2	–	Sell	-9,112	Closed	-$337K	–	344
2021 Q1	$337K	Buy	+9,112	New	+$305K	0.03%	359

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

M Holdings Securities's IRM Position: Q3 2024 in Review

M Holdings Securities sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 12,162 shares — an estimated $1.09M sold.

M Holdings Securities first reported a position in IRM in Q1 2021 and held it in 7 quarters. The position peaked at $1.09M in Q2 2024. 1,052 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

M Holdings Securities reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
M Holdings Securities sold 12,162 Iron Mountain shares in Q3 2024, an estimated $1.09M.
M Holdings Securities first reported a position in Iron Mountain in Q1 2021 and held it in 7 quarters.
M Holdings Securities's Iron Mountain position peaked at $1.09M in Q2 2024.
1,052 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.