ORG Partners’s Iron Mountain IRM Stock Holding History

ORG Partners’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 Q4	$80.1K	Sell	966 -92	-9%	-$8.61K	0.01%	494
2025 Q3	$108K	Sell	1,058 -134	-11%	-$12.9K	0.02%	443
2025 Q2	$119K	Sell	1,192 -466	-28%	-$43.9K	0.03%	396
2025 Q1	$153K	Sell	1,658 -13,951	-89%	-$1.34M	0.04%	315
2024 Q4	$1.64M	Buy	15,609 +10,006	+179%	+$1.18M	0.22%	81
2024 Q3	$666K	Buy	5,603 +3,994	+248%	+$427K	0.11%	138
2024 Q2	$144K	Buy	+1,609	New	+$130K	0.02%	496
2023 Q3	–	Sell	-656	Closed	-$37.5K	–	1487
2023 Q2	$37.5K	Buy	+656	New	+$35.9K	0.01%	734

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ORG Partners's IRM Position: Q4 2025 in Review

ORG Partners reduced its Iron Mountain (IRM) stake by 8.7% in Q4 2025, selling an estimated $8.61K and leaving 966 shares worth $80.1K. The position accounts for 0.01% of the portfolio, ranked #494.

ORG Partners first reported a position in IRM in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.64M in Q4 2024. 1,006 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

ORG Partners held 966 shares of Iron Mountain worth $80.1K as of Q4 2025.
ORG Partners sold 92 Iron Mountain shares in Q4 2025, an estimated $8.61K.
Iron Mountain made up 0.01% of ORG Partners's portfolio in Q4 2025, its #494 holding.
ORG Partners first reported a position in Iron Mountain in Q2 2023 and has held it in 8 quarters since.
ORG Partners's Iron Mountain position peaked at $1.64M in Q4 2024.
1,006 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.