SWM
IRM icon

Seed Wealth Management’s Iron Mountain IRM Stock Holding History

Seed 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
Q3 		– Sell
-2,530
Closed -$260K – 135
2025
Q2 		$260K Sell
2,530
-90
-3% -$8.48K 0.19% 122
2025
Q1 		$225K Hold
2,620
– – 0.18% 136
2024
Q4 		$275K Hold
2,620
– – 0.22% 110
2024
Q3 		$311K Hold
2,620
– – 0.25% 101
2024
Q2 		$235K Hold
2,620
– – 0.2% 125
2024
Q1 		$208K Buy
+2,620
New +$190K 0.2% 140

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Seed Wealth Management's IRM Position: Q3 2025 in Review

Seed Wealth Management sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 2,530 shares — an estimated $260K sold.

Seed Wealth Management first reported a position in IRM in Q1 2024 and held it in 6 quarters. The position peaked at $311K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Seed Wealth Management reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Seed Wealth Management sold 2,530 Iron Mountain shares in Q3 2025, an estimated $260K.
  • Seed Wealth Management first reported a position in Iron Mountain in Q1 2024 and held it in 6 quarters.
  • Seed Wealth Management's Iron Mountain position peaked at $311K in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Seed Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.