Optimum Investment Advisors’s Iron Mountain IRM Stock Holding History

Optimum Investment Advisors’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 Q3	$76.5K	Hold	750	–	–	0.03%	292
2025 Q2	$76.9K	Hold	750	–	–	0.03%	288
2025 Q1	$64.5K	Hold	750	–	–	0.03%	303
2024 Q4	$78.8K	Hold	750	–	–	0.03%	285
2024 Q3	$89.1K	Hold	750	–	–	0.04%	286
2024 Q2	$67.2K	Hold	750	–	–	0.03%	321
2024 Q1	$60.2K	Buy	+750	New	+$54.3K	0.03%	342
2022 Q2	–	Sell	-11	Closed	-$1K	–	866
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	809
2021 Q4	$1K	Sell	11 -10	-48%	-$473	﹤0.01%	806
2021 Q3	$1K	Buy	21 +1	+5%	+$45	﹤0.01%	814
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	884
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	891
2020 Q4	$1K	Buy	+20	New	+$555	﹤0.01%	856
2020 Q2	–	Sell	-2,650	Closed	-$63K	–	890
2020 Q1	$63K	Buy	+2,650	New	+$80.2K	0.03%	381
2019 Q4	–	Sell	-500	Closed	-$16K	–	980
2019 Q3	$16K	Hold	500	–	–	0.01%	713
2019 Q2	$16K	Hold	500	–	–	0.01%	711
2019 Q1	$18K	Hold	500	–	–	0.01%	710
2018 Q4	$16K	Hold	500	–	–	0.01%	687
2018 Q3	$17K	Hold	500	–	–	﹤0.01%	762
2018 Q2	$18K	Hold	500	–	–	0.01%	751
2018 Q1	$16K	Buy	+500	New	+$16.8K	﹤0.01%	741

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optimum Investment Advisors's IRM Position: Q3 2025 in Review

Optimum Investment Advisors held its Iron Mountain (IRM) position steady in Q3 2025 at 750 shares worth $76.5K. The position accounts for 0.03% of the portfolio, ranked #292.

Optimum Investment Advisors first reported a position in IRM in Q1 2018 and has held it in 21 quarters since. The position peaked at $89.1K in Q3 2024. 1,016 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

Optimum Investment Advisors held 750 shares of Iron Mountain worth $76.5K as of Q3 2025.
Optimum Investment Advisors left its Iron Mountain share count unchanged in Q3 2025.
Iron Mountain made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #292 holding.
Optimum Investment Advisors first reported a position in Iron Mountain in Q1 2018 and has held it in 21 quarters since.
Optimum Investment Advisors's Iron Mountain position peaked at $89.1K in Q3 2024.
1,016 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.