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OneAscent Wealth Management’s Iron Mountain IRM Stock Holding History

OneAscent Wealth 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
-3,039
Closed -$319K – 158
2024
Q4 		$319K Sell
3,039
-726
-19% -$85.3K 0.13% 105
2024
Q3 		$450K Buy
3,765
+176
+5% +$18.8K 0.17% 77
2024
Q2 		$323K Buy
+3,589
New +$290K 0.17% 64

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

OneAscent Wealth Management's IRM Position: Q1 2025 in Review

OneAscent Wealth Management sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 3,039 shares — an estimated $319K sold.

OneAscent Wealth Management first reported a position in IRM in Q2 2024 and held it in 3 quarters. The position peaked at $450K in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • OneAscent Wealth Management reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 3,039 Iron Mountain shares in Q1 2025, an estimated $319K.
  • OneAscent Wealth Management first reported a position in Iron Mountain in Q2 2024 and held it in 3 quarters.
  • OneAscent Wealth Management's Iron Mountain position peaked at $450K in Q3 2024.
  • 994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

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