Plante Moran Financial Advisors’s Iron Mountain IRM Stock Holding History

Plante Moran Financial Advisors’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	–	Sell	-555	Closed	-$47.8K	–	817
2025 Q1	$47.8K	Buy	+555	New	+$53.5K	﹤0.01%	350
2018 Q2	–	Sell	-56	Closed	-$2K	–	898
2018 Q1	$2K	Hold	56	–	–	﹤0.01%	842
2017 Q4	$2K	Hold	56	–	–	﹤0.01%	790
2017 Q3	$2K	Hold	56	–	–	﹤0.01%	727
2017 Q2	$2K	Hold	56	–	–	﹤0.01%	746
2017 Q1	$2K	Hold	56	–	–	﹤0.01%	794
2016 Q4	$2K	Hold	56	–	–	﹤0.01%	854
2016 Q3	$2K	Hold	56	–	–	﹤0.01%	837
2016 Q2	$2K	Hold	56	–	–	﹤0.01%	795
2016 Q1	$2K	Sell	56 -312	-85%	-$8.96K	﹤0.01%	727
2015 Q4	$10K	Buy	368 +304	+475%	+$8.92K	0.01%	578
2015 Q3	$2K	Buy	+64	New	+$1.91K	﹤0.01%	657

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Plante Moran Financial Advisors's IRM Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 555 shares — an estimated $47.8K sold.

Plante Moran Financial Advisors first reported a position in IRM in Q3 2015 and held it in 12 quarters. The position peaked at $47.8K in Q1 2025. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

Plante Moran Financial Advisors reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 555 Iron Mountain shares in Q2 2025, an estimated $47.8K.
Plante Moran Financial Advisors first reported a position in Iron Mountain in Q3 2015 and held it in 12 quarters.
Plante Moran Financial Advisors's Iron Mountain position peaked at $47.8K in Q1 2025.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.