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Sonora Investment Management Group’s Iron Mountain IRM Stock Holding History

Sonora Investment Management Group’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 		$8.89M Sell
87,250
-2,250
-3% -$217K 0.63% 49
2025
Q2 		$9.18M Buy
89,500
+13,207
+17% +$1.24M 0.68% 47
2025
Q1 		$6.56M Sell
76,293
-1,875
-2% -$181K 0.52% 59
2024
Q4 		$8.22M Sell
78,168
-3,839
-5% -$451K 0.63% 52
2024
Q3 		$9.74M Sell
82,007
-2,852
-3% -$305K 0.72% 52
2024
Q2 		$6.81M Hold
84,859
– – 0.53% 63
2024
Q1 		$6.81M Sell
84,859
-570
-0.7% -$41.3K 0.53% 63
2023
Q4 		$5.98M Sell
85,429
-195
-0.2% -$12.2K 0.49% 74
2023
Q3 		$5.09M Sell
85,624
-2,436
-3% -$149K 0.44% 78
2023
Q2 		$5M Sell
88,060
-3,303
-4% -$181K 0.42% 83
2023
Q1 		$4.83M Sell
91,363
-1,391
-1% -$72.9K 0.42% 81
2022
Q4 		$4.62M Sell
92,754
-1,910
-2% -$96.4K 0.42% 83
2022
Q3 		$4.61M Buy
94,664
+1,000
+1% +$50.5K 0.59% 63
2022
Q2 		$4.56M Sell
93,664
-2,740
-3% -$144K 0.43% 84
2022
Q1 		$5.34M Buy
96,404
+3,190
+3% +$152K 0.6% 61
2021
Q4 		$4.88M Buy
+93,214
New +$4.41M 0.57% 60

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sonora Investment Management Group's IRM Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Iron Mountain (IRM) stake by 2.5% in Q3 2025, selling an estimated $217K and leaving 87,250 shares worth $8.89M. The position accounts for 0.63% of the portfolio, ranked #49.

Sonora Investment Management Group first reported a position in IRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $9.74M in Q3 2024. 1,016 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Sonora Investment Management Group held 87,250 shares of Iron Mountain worth $8.89M as of Q3 2025.
  • Sonora Investment Management Group sold 2,250 Iron Mountain shares in Q3 2025, an estimated $217K.
  • Iron Mountain made up 0.63% of Sonora Investment Management Group's portfolio in Q3 2025, its #49 holding.
  • Sonora Investment Management Group first reported a position in Iron Mountain in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Iron Mountain position peaked at $9.74M in Q3 2024.
  • 1,016 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.