PWM
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Parkworth Wealth Management’s Iron Mountain IRM Stock Holding History

Parkworth 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
Q2 		$36.8K Buy
359
+9
+3% +$848 0.03% 109
2025
Q1 		$30.1K Sell
350
-150
-30% -$14.5K 0.02% 108
2024
Q4 		$52.5K Buy
+500
New +$58.7K 0.04% 91

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parkworth Wealth Management's IRM Position: Q2 2025 in Review

Parkworth Wealth Management increased its Iron Mountain (IRM) stake by 2.6% in Q2 2025, buying an estimated $848 and bringing the position to 359 shares worth $36.8K. The position accounts for 0.03% of the portfolio, ranked #109.

Parkworth Wealth Management first reported a position in IRM in Q4 2024 and has held it in 3 quarters since. The position peaked at $52.5K in Q4 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Parkworth Wealth Management held 359 shares of Iron Mountain worth $36.8K as of Q2 2025.
  • Parkworth Wealth Management bought 9 Iron Mountain shares in Q2 2025, an estimated $848.
  • Iron Mountain made up 0.03% of Parkworth Wealth Management's portfolio in Q2 2025, its #109 holding.
  • Parkworth Wealth Management first reported a position in Iron Mountain in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Iron Mountain position peaked at $52.5K in Q4 2024.
  • 1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.