Roble Belko & Company’s Iron Mountain IRM Stock Holding History

Roble Belko & Company’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 Q1	–	Sell	-6	Closed	-$1K	–	419
2024 Q4	$1K	Buy	+6	New	+$705	﹤0.01%	338

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

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Roble Belko & Company's IRM Position: Q1 2025 in Review

Roble Belko & Company sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 6 shares — an estimated $1K sold.

Roble Belko & Company first reported a position in IRM in Q4 2024 and held it in 1 quarter. The position peaked at $1K in Q4 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Roble Belko & Company reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Roble Belko & Company sold 6 Iron Mountain shares in Q1 2025, an estimated $1K.
Roble Belko & Company first reported a position in Iron Mountain in Q4 2024 and held it in 1 quarter.
Roble Belko & Company's Iron Mountain position peaked at $1K in Q4 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Roble Belko & Company's 13F filing for Q1 2025, filed 8 May 2025.