OneAscent Financial Services’s Iron Mountain IRM Stock Holding History

OneAscent Financial Services’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	-4,751	Closed	-$501K	–	507
2024 Q4	$501K	Buy	+4,751	New	+$558K	0.04%	254
2024 Q3	–	Sell	-6,016	Closed	-$542K	–	261
2024 Q2	$542K	Buy	6,016 +2,079	+53%	+$168K	0.08%	138
2024 Q1	$316K	Buy	+3,937	New	+$285K	0.03%	277

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

OneAscent Financial Services's IRM Position: Q1 2025 in Review

OneAscent Financial Services sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 4,751 shares — an estimated $501K sold.

OneAscent Financial Services first reported a position in IRM in Q1 2024 and held it in 3 quarters. The position peaked at $542K in Q2 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

OneAscent Financial Services reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
OneAscent Financial Services sold 4,751 Iron Mountain shares in Q1 2025, an estimated $501K.
OneAscent Financial Services first reported a position in Iron Mountain in Q1 2024 and held it in 3 quarters.
OneAscent Financial Services's Iron Mountain position peaked at $542K in Q2 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on OneAscent Financial Services's 13F filing for Q1 2025, filed 5 May 2025.