MinichMacGregor Wealth Management’s Iron Mountain IRM Stock Holding History

MinichMacGregor 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
2025 Q1	–	Sell	-73,663	Closed	-$7.74M	–	134
2024 Q4	$7.74M	Sell	73,663 -2,104	-3%	-$247K	1.61%	31
2024 Q3	$9M	Sell	75,767 -11,606	-13%	-$1.24M	1.93%	17
2024 Q2	$7.83M	Buy	+87,373	New	+$7.07M	1.91%	22
2018 Q4	–	Sell	-100	Closed	-$3K	–	286
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	426
2018 Q2	$3K	Buy	+100	New	+$3.38K	﹤0.01%	423

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

MinichMacGregor Wealth Management's IRM Position: Q1 2025 in Review

MinichMacGregor Wealth Management sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 73,663 shares — an estimated $7.74M sold.

MinichMacGregor Wealth Management first reported a position in IRM in Q2 2018 and held it in 5 quarters. The position peaked at $9M in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

MinichMacGregor Wealth Management reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 73,663 Iron Mountain shares in Q1 2025, an estimated $7.74M.
MinichMacGregor Wealth Management first reported a position in Iron Mountain in Q2 2018 and held it in 5 quarters.
MinichMacGregor Wealth Management's Iron Mountain position peaked at $9M in Q3 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.