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Oliver Lagore Vanvalin Investment Group’s Iron Mountain IRM Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025
Q2 		$43K Buy
+500
New +$47.1K 0.02% 265
2024
Q4 		$52.6K Hold
500
– – 0.01% 249
2024
Q3 		$59.4K Sell
500
-285
-36% -$30.5K 0.02% 231
2024
Q2 		$70.4K Buy
+785
New +$63.5K 0.02% 201

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IRM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Iron Mountain (IRM) in Q2 2025: 500 shares worth $43K. The stake represents 0.02% of the portfolio and ranks #265 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IRM as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IRM in Q2 2024 and has held it in 4 quarters since. The position peaked at $70.4K in Q2 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 500 shares of Iron Mountain worth $43K as of Q2 2025.
  • Iron Mountain was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Iron Mountain made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #265 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Iron Mountain in Q2 2024 and has held it in 4 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Iron Mountain position peaked at $70.4K in Q2 2024.
  • 1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.