MPWM Advisory Solutions’s Iron Mountain IRM Stock Holding History

MPWM Advisory Solutions’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 Q2	–	Sell	-10	Closed	-$860	–	647
2025 Q1	$860	Hold	10	–	–	﹤0.01%	551
2024 Q4	$1.05K	Buy	+10	New	+$1.18K	﹤0.01%	541

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MPWM Advisory Solutions's IRM Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 10 shares — an estimated $860 sold.

MPWM Advisory Solutions first reported a position in IRM in Q4 2024 and held it in 2 quarters. The position peaked at $1.05K in Q4 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

MPWM Advisory Solutions reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 10 Iron Mountain shares in Q2 2025, an estimated $860.
MPWM Advisory Solutions first reported a position in Iron Mountain in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's Iron Mountain position peaked at $1.05K in Q4 2024.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.