PFG Private Wealth Management’s Iron Mountain IRM Stock Holding History

PFG Private 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	Closed	-$325	–	285
2024 Q4	$325	Hold	3	–	–	﹤0.01%	223
2024 Q3	$365	Hold	3	–	–	﹤0.01%	220
2024 Q2	$274	Hold	3	–	–	﹤0.01%	227
2024 Q1	$243	Hold	3	–	–	﹤0.01%	216
2023 Q4	$210	Buy	+3	New	+$188	﹤0.01%	227

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

PFG Private Wealth Management's IRM Position: Q1 2025 in Review

PFG Private Wealth Management sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 3 shares — an estimated $325 sold.

PFG Private Wealth Management first reported a position in IRM in Q4 2023 and held it in 5 quarters. The position peaked at $365 in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

PFG Private Wealth Management reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
PFG Private Wealth Management sold 3 Iron Mountain shares in Q1 2025, an estimated $325.
PFG Private Wealth Management first reported a position in Iron Mountain in Q4 2023 and held it in 5 quarters.
PFG Private Wealth Management's Iron Mountain position peaked at $365 in Q3 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

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