SWM
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SeaCrest Wealth Management’s Iron Mountain IRM Stock Holding History

SeaCrest Wealth Management’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
-2,900
Closed -$306K – 652
2025
Q3 		$306K Sell
2,900
-212
-7% -$20.4K 0.03% 460
2025
Q2 		$319K Sell
3,112
-169
-5% -$15.9K 0.03% 444
2025
Q1 		$282K Sell
3,281
-2,509
-43% -$242K 0.03% 500
2024
Q4 		$609K Sell
5,790
-596
-9% -$70K 0.06% 290
2024
Q3 		$759K Sell
6,386
-714
-10% -$76.4K 0.08% 241
2024
Q2 		$636K Sell
7,100
-164
-2% -$13.3K 0.07% 267
2024
Q1 		$583K Sell
7,264
-270
-4% -$19.5K 0.07% 282
2023
Q4 		$503K Buy
7,534
+366
+5% +$23K 0.06% 310
2023
Q3 		$426K Sell
7,168
-38
-0.5% -$2.32K 0.06% 344
2023
Q2 		$409K Sell
7,206
-238
-3% -$13K 0.05% 376
2023
Q1 		$394K Buy
7,444
+778
+12% +$40.8K 0.05% 391
2022
Q4 		$332K Sell
6,666
-341
-5% -$17.2K 0.05% 425
2022
Q3 		$308K Sell
7,007
-749
-10% -$37.8K 0.05% 423
2022
Q2 		$378K Buy
7,756
+377
+5% +$19.8K 0.05% 412
2022
Q1 		$409K Buy
7,379
+989
+15% +$47.1K 0.05% 422
2021
Q4 		$334K Buy
6,390
+111
+2% +$5.25K 0.04% 478
2021
Q3 		$273K Sell
6,279
-294
-4% -$13.2K 0.03% 515
2021
Q2 		$278K Buy
6,573
+24
+0.4% +$1.01K 0.03% 526
2021
Q1 		$242K Sell
6,549
-345
-5% -$11.5K 0.03% 536
2020
Q4 		$203K Buy
+6,894
New +$191K 0.03% 565
2019
Q2 		– Sell
-3,239
Closed -$115K – 1165
2019
Q1 		$115K Buy
3,239
+300
+10% +$10.6K 0.02% 647
2018
Q4 		$95K Sell
2,939
-80
-3% -$2.62K 0.02% 678
2018
Q3 		$104K Buy
3,019
+1,690
+127% +$60.2K 0.02% 730
2018
Q2 		$47K Sell
1,329
-100
-7% -$3.38K 0.01% 1017
2018
Q1 		$47K Buy
1,429
+400
+39% +$13.5K 0.01% 975
2017
Q4 		$39K Buy
+1,029
New +$40.8K 0.01% 1063

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

SeaCrest Wealth Management's IRM Position: Q4 2025 in Review

SeaCrest Wealth Management sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 2,900 shares — an estimated $306K sold.

SeaCrest Wealth Management first reported a position in IRM in Q4 2017 and held it in 26 quarters. The position peaked at $759K in Q3 2024. 1,012 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • SeaCrest Wealth Management reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,900 Iron Mountain shares in Q4 2025, an estimated $306K.
  • SeaCrest Wealth Management first reported a position in Iron Mountain in Q4 2017 and held it in 26 quarters.
  • SeaCrest Wealth Management's Iron Mountain position peaked at $759K in Q3 2024.
  • 1,012 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on SeaCrest Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.