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Moloney Securities Asset Management’s Iron Mountain IRM Stock Holding History

Moloney Securities Asset 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
-2,034
Closed -$214K – 498
2024
Q4 		$214K Sell
2,034
-86
-4% -$10.1K 0.03% 406
2024
Q3 		$252K Sell
2,120
-135
-6% -$14.4K 0.03% 395
2024
Q2 		$202K Buy
+2,255
New +$183K 0.03% 426

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Moloney Securities Asset Management's IRM Position: Q1 2025 in Review

Moloney Securities Asset Management sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 2,034 shares — an estimated $214K sold.

Moloney Securities Asset Management first reported a position in IRM in Q2 2024 and held it in 3 quarters. The position peaked at $252K in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Moloney Securities Asset Management reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 2,034 Iron Mountain shares in Q1 2025, an estimated $214K.
  • Moloney Securities Asset Management first reported a position in Iron Mountain in Q2 2024 and held it in 3 quarters.
  • Moloney Securities Asset Management's Iron Mountain position peaked at $252K in Q3 2024.
  • 994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Moloney Securities Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.