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Rise Advisors’s Iron Mountain IRM Stock Holding History

Rise 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
Q4 		– Sell
-200
Closed -$20.4K – 750
2025
Q3 		$20.4K Buy
200
+6
+3% +$578 0.01% 560
2025
Q2 		$19.9K Buy
194
+2
+1% +$189 0.01% 544
2025
Q1 		$16.5K Buy
192
+45
+31% +$4.34K 0.01% 625
2024
Q4 		$15.5K Sell
147
-28
-16% -$3.29K 0.01% 811
2024
Q3 		$20.8K Sell
175
-23
-12% -$2.46K 0.01% 658
2024
Q2 		$17.8K Buy
198
+1
+0.5% +$81 0.01% 704
2024
Q1 		$15.8K Buy
197
+145
+279% +$10.5K 0.01% 828
2023
Q4 		$3.66K Hold
52
– – ﹤0.01% 411
2023
Q3 		$3.08K Buy
52
+1
+2% +$61 ﹤0.01% 418
2023
Q2 		$2.91K Sell
51
-93
-65% -$5.09K ﹤0.01% 473
2023
Q1 		$7.63K Buy
144
+2
+1% +$105 0.01% 401
2022
Q4 		$7.1K Buy
142
+1
+0.7% +$50 0.01% 400
2022
Q3 		$6K Buy
141
+51
+57% +$2.58K 0.01% 413
2022
Q2 		$4K Buy
90
+30
+50% +$1.58K ﹤0.01% 473
2022
Q1 		$3K Buy
+60
New +$2.86K ﹤0.01% 487

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rise Advisors's IRM Position: Q4 2025 in Review

Rise Advisors sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 200 shares — an estimated $20.4K sold.

Rise Advisors first reported a position in IRM in Q1 2022 and held it in 15 quarters. The position peaked at $20.8K in Q3 2024. 1,012 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • Rise Advisors reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 200 Iron Mountain shares in Q4 2025, an estimated $20.4K.
  • Rise Advisors first reported a position in Iron Mountain in Q1 2022 and held it in 15 quarters.
  • Rise Advisors's Iron Mountain position peaked at $20.8K in Q3 2024.
  • 1,012 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.