Pinkerton Retirement Specialists’s Iron Mountain IRM Stock Holding History

Pinkerton Retirement Specialists’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	-7,165	Closed	-$753K	–	121
2024 Q4	$753K	Buy	7,165 +4,897	+216%	+$575K	0.11%	97
2024 Q3	$270K	Buy	+2,268	New	+$243K	0.04%	116
2016 Q3	–	Sell	-5,013	Closed	-$200K	–	633
2016 Q2	$200K	Buy	+5,013	New	+$182K	0.1%	83

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

Pinkerton Retirement Specialists's IRM Position: Q1 2025 in Review

Pinkerton Retirement Specialists sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 7,165 shares — an estimated $753K sold.

Pinkerton Retirement Specialists first reported a position in IRM in Q2 2016 and held it in 3 quarters. The position peaked at $753K in Q4 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Pinkerton Retirement Specialists reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Pinkerton Retirement Specialists sold 7,165 Iron Mountain shares in Q1 2025, an estimated $753K.
Pinkerton Retirement Specialists first reported a position in Iron Mountain in Q2 2016 and held it in 3 quarters.
Pinkerton Retirement Specialists's Iron Mountain position peaked at $753K in Q4 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2025, filed 2 May 2025.