Private Portfolio Partners’s Iron Mountain IRM Stock Holding History

Private Portfolio Partners’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
2024 Q4	$471K	Hold	4,480	–	–	0.09%	175
2024 Q3	$532K	Buy	+4,480	New	+$479K	0.1%	157
2024 Q2	–	Sell	-5,030	Closed	-$403K	–	160
2024 Q1	$403K	Sell	5,030 -584	-10%	-$42.3K	0.08%	174
2023 Q4	$393K	Sell	5,614 -355	-6%	-$22.3K	0.09%	173
2023 Q3	$355K	Sell	5,969 -111	-2%	-$6.78K	0.09%	175
2023 Q2	$345K	Buy	6,080 +6	+0.1%	+$328	0.09%	178
2023 Q1	$321K	Buy	6,074 +7	+0.1%	+$367	0.09%	178
2022 Q4	$302K	Buy	6,067 +2	+0%	+$101	0.08%	198
2022 Q3	$267K	Buy	6,065 +361	+6%	+$18.2K	0.08%	211
2022 Q2	$278K	Sell	5,704 -199	-3%	-$10.5K	0.08%	207
2022 Q1	$327K	Buy	5,903 +1,117	+23%	+$53.2K	0.08%	212
2021 Q4	$250K	Buy	4,786 +1	+0%	+$47	0.06%	241
2021 Q3	$208K	Buy	4,785 +2	+0%	+$90	0.06%	246
2021 Q2	$202K	Buy	+4,783	New	+$201K	0.06%	254

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Portfolio Partners's IRM Position: Q4 2024 in Review

Private Portfolio Partners held its Iron Mountain (IRM) position steady in Q4 2024 at 4,480 shares worth $471K. The position accounts for 0.09% of the portfolio, ranked #175.

Private Portfolio Partners first reported a position in IRM in Q2 2021 and has held it in 14 quarters since. The position peaked at $532K in Q3 2024. 1,067 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

Private Portfolio Partners held 4,480 shares of Iron Mountain worth $471K as of Q4 2024.
Private Portfolio Partners left its Iron Mountain share count unchanged in Q4 2024.
Iron Mountain made up 0.09% of Private Portfolio Partners's portfolio in Q4 2024, its #175 holding.
Private Portfolio Partners first reported a position in Iron Mountain in Q2 2021 and has held it in 14 quarters since.
Private Portfolio Partners's Iron Mountain position peaked at $532K in Q3 2024.
1,067 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.