NFG
IRM icon

Norris Financial Group’s Iron Mountain IRM Stock Holding History

Norris Financial Group’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
Q2 		– Sell
-7,736
Closed -$621K – 83
2024
Q1 		$621K Buy
7,736
+3,600
+87% +$261K 0.34% 48
2023
Q4 		$289K Buy
+4,136
New +$259K 0.18% 54
2022
Q2 		– Sell
-3,966
Closed -$220K – 79
2022
Q1 		$220K Sell
3,966
-397
-9% -$18.9K 0.13% 75
2021
Q4 		$228K Sell
4,363
-1,509
-26% -$71.3K 0.14% 78
2021
Q3 		$255K Buy
+5,872
New +$264K 0.17% 74

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norris Financial Group's IRM Position: Q2 2024 in Review

Norris Financial Group sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 7,736 shares — an estimated $621K sold.

Norris Financial Group first reported a position in IRM in Q3 2021 and held it in 5 quarters. The position peaked at $621K in Q1 2024. 966 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

  • Norris Financial Group reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
  • Norris Financial Group sold 7,736 Iron Mountain shares in Q2 2024, an estimated $621K.
  • Norris Financial Group first reported a position in Iron Mountain in Q3 2021 and held it in 5 quarters.
  • Norris Financial Group's Iron Mountain position peaked at $621K in Q1 2024.
  • 966 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Norris Financial Group's 13F filing for Q2 2024, filed 20 May 2026.