Richards, Merrill & Peterson’s Iron Mountain IRM Stock Holding History

Richards, Merrill & Peterson’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	-500	Closed	-$43K	–	336
2025 Q1	$43K	Buy	+500	New	+$48.2K	0.02%	261

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

Richards, Merrill & Peterson's IRM Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 500 shares — an estimated $43K sold.

Richards, Merrill & Peterson first reported a position in IRM in Q1 2025 and held it in 1 quarter. The position peaked at $43K in Q1 2025. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

Richards, Merrill & Peterson reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
Richards, Merrill & Peterson sold 500 Iron Mountain shares in Q2 2025, an estimated $43K.
Richards, Merrill & Peterson first reported a position in Iron Mountain in Q1 2025 and held it in 1 quarter.
Richards, Merrill & Peterson's Iron Mountain position peaked at $43K in Q1 2025.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.