SAM
IRM icon

Secure Asset Management’s Iron Mountain IRM Stock Holding History

Secure Asset 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
2026
Q1 		– Sell
-3,773
Closed -$313K – 353
2025
Q4 		$313K Sell
3,773
-165
-4% -$15.4K 0.05% 260
2025
Q3 		$403K Sell
3,938
-703
-15% -$67.7K 0.07% 210
2025
Q2 		$476K Buy
+4,641
New +$437K 0.09% 191
2025
Q1 		– Sell
-5,358
Closed -$563K – 339
2024
Q4 		$563K Buy
5,358
+127
+2% +$14.9K 0.09% 179
2024
Q3 		$622K Buy
5,231
+196
+4% +$21K 0.11% 162
2024
Q2 		$451K Buy
+5,035
New +$407K 0.09% 174
2020
Q3 		– Sell
-10,141
Closed -$265K – 156
2020
Q2 		$265K Buy
+10,141
New +$256K 0.19% 121

Other funds holding IRM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return