Stephens Consulting’s Iron Mountain IRM Stock Holding History

Stephens Consulting’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	-8	Closed	-$821	–	775
2025 Q2	$821	Buy	+8	New	+$754	﹤0.01%	748

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stephens Consulting's IRM Position: Q3 2025 in Review

Stephens Consulting sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 8 shares — an estimated $821 sold.

Stephens Consulting first reported a position in IRM in Q2 2025 and held it in 1 quarter. The position peaked at $821 in Q2 2025. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

Stephens Consulting reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 8 Iron Mountain shares in Q3 2025, an estimated $821.
Stephens Consulting first reported a position in Iron Mountain in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Iron Mountain position peaked at $821 in Q2 2025.
1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.