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Retireful LLC’s Iron Mountain IRM Stock Holding History

Retireful LLC’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
Q3 		– Sell
-2,602
Closed -$267K – 141
2025
Q2 		$267K Buy
+2,602
New +$245K 0.18% 125
2025
Q1 		– Sell
-5,423
Closed -$570K – 134
2024
Q4 		$570K Sell
5,423
-468
-8% -$55K 0.32% 93
2024
Q3 		$700K Buy
+5,891
New +$630K 0.52% 50

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Retireful LLC's IRM Position: Q3 2025 in Review

Retireful LLC sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 2,602 shares — an estimated $267K sold.

Retireful LLC first reported a position in IRM in Q3 2024 and held it in 3 quarters. The position peaked at $700K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Retireful LLC reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Retireful LLC sold 2,602 Iron Mountain shares in Q3 2025, an estimated $267K.
  • Retireful LLC first reported a position in Iron Mountain in Q3 2024 and held it in 3 quarters.
  • Retireful LLC's Iron Mountain position peaked at $700K in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Retireful LLC's 13F filing for Q3 2025, filed 17 Oct 2025.