MHS
IRM icon

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return