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PFS Investments’s Iron Mountain IRM Stock Holding History

PFS Investments’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
2023
Q2 		$5.55M Buy
97,768
+3,016
+3% +$165K 0.09% 209
2023
Q1 		$4.96M Buy
94,752
+4,330
+5% +$227K 0.09% 201
2022
Q4 		$4.51M Buy
90,422
+166
+0.2% +$8.38K 0.08% 208
2022
Q3 		$3.97M Buy
90,256
+6,887
+8% +$348K 0.07% 202
2022
Q2 		$4.06M Buy
83,369
+7,066
+9% +$372K 0.08% 210
2022
Q1 		$4.23M Buy
+76,303
New +$3.63M 0.08% 213

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PFS Investments's IRM Position: Q2 2023 in Review

PFS Investments increased its Iron Mountain (IRM) stake by 3.2% in Q2 2023, buying an estimated $165K and bringing the position to 97,768 shares worth $5.55M. The position accounts for 0.09% of the portfolio, ranked #209.

PFS Investments first reported a position in IRM in Q1 2022 and has held it in 6 quarters since. 816 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

  • PFS Investments held 97,768 shares of Iron Mountain worth $5.55M as of Q2 2023.
  • PFS Investments bought 3,016 Iron Mountain shares in Q2 2023, an estimated $165K.
  • Iron Mountain made up 0.09% of PFS Investments's portfolio in Q2 2023, its #209 holding.
  • PFS Investments first reported a position in Iron Mountain in Q1 2022 and has held it in 6 quarters since.
  • 816 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.