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Marshall & Sterling Wealth Advisors’s Iron Mountain IRM Stock Holding History

Marshall & Sterling Wealth 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
Q3 		– Sell
-67
Closed -$6.87K – 665
2025
Q2 		$6.87K Sell
67
-2
-3% -$189 ﹤0.01% 421
2025
Q1 		$5.94K Buy
+69
New +$6.65K ﹤0.01% 433

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IRM Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 67 shares — an estimated $6.87K sold.

Marshall & Sterling Wealth Advisors first reported a position in IRM in Q1 2025 and held it in 2 quarters. The position peaked at $6.87K in Q2 2025. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 67 Iron Mountain shares in Q3 2025, an estimated $6.87K.
  • Marshall & Sterling Wealth Advisors first reported a position in Iron Mountain in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Iron Mountain position peaked at $6.87K in Q2 2025.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.