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ORG Wealth Partners’s Iron Mountain IRM Stock Holding History

ORG Wealth 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
Q3 		– Sell
-268
Closed -$26.8K – 665
2025
Q2 		$26.8K Hold
268
– – 0.01% 379
2025
Q1 		$23.3K Sell
268
-501
-65% -$48.3K 0.01% 427
2024
Q4 		$80.8K Sell
769
-57
-7% -$6.7K 0.02% 202
2024
Q3 		$98.2K Buy
+826
New +$88.3K 0.03% 187

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ORG Wealth Partners's IRM Position: Q3 2025 in Review

ORG Wealth Partners sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 268 shares — an estimated $26.8K sold.

ORG Wealth Partners first reported a position in IRM in Q3 2024 and held it in 4 quarters. The position peaked at $98.2K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • ORG Wealth Partners reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 268 Iron Mountain shares in Q3 2025, an estimated $26.8K.
  • ORG Wealth Partners first reported a position in Iron Mountain in Q3 2024 and held it in 4 quarters.
  • ORG Wealth Partners's Iron Mountain position peaked at $98.2K in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.