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Secured Retirement Advisors’s Iron Mountain IRM Stock Holding History

Secured Retirement 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
Q1 		– Sell
-1,967
Closed -$207K – 141
2024
Q4 		$207K Buy
1,967
+120
+6% +$14.1K 0.12% 135
2024
Q3 		$219K Buy
+1,847
New +$198K 0.16% 106

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Secured Retirement Advisors's IRM Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 1,967 shares — an estimated $207K sold.

Secured Retirement Advisors first reported a position in IRM in Q3 2024 and held it in 2 quarters. The position peaked at $219K in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 1,967 Iron Mountain shares in Q1 2025, an estimated $207K.
  • Secured Retirement Advisors first reported a position in Iron Mountain in Q3 2024 and held it in 2 quarters.
  • Secured Retirement Advisors's Iron Mountain position peaked at $219K in Q3 2024.
  • 994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.