Stockman Wealth Management’s Iron Mountain IRM Stock Holding History

Stockman 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
2021 Q2	–	Sell	-10,000	Closed	-$370K	–	199
2021 Q1	$370K	Hold	10,000	–	–	0.1%	128
2020 Q4	$295K	Hold	10,000	–	–	0.09%	133
2020 Q3	$268K	Hold	10,000	–	–	0.1%	129
2020 Q2	$261K	Hold	10,000	–	–	0.1%	126
2020 Q1	$238K	Hold	10,000	–	–	0.11%	120
2019 Q4	$319K	Hold	10,000	–	–	0.11%	129
2019 Q3	$324K	Hold	10,000	–	–	0.12%	119
2019 Q2	$313K	Hold	10,000	–	–	0.13%	116
2019 Q1	$355K	Hold	10,000	–	–	0.16%	104
2018 Q4	$324K	Hold	10,000	–	–	0.15%	105
2018 Q3	$345K	Buy	+10,000	New	+$356K	0.15%	109

Other funds holding IRM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Stockman Wealth Management's IRM Position: Q2 2021 in Review

Stockman Wealth Management sold out of Iron Mountain (IRM) in Q2 2021, closing a stake of 10,000 shares — an estimated $370K sold.

Stockman Wealth Management first reported a position in IRM in Q3 2018 and held it in 11 quarters. The position peaked at $370K in Q1 2021. 687 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

Stockman Wealth Management reported no remaining Iron Mountain position as of Q2 2021 after selling out during the quarter.
Stockman Wealth Management sold 10,000 Iron Mountain shares in Q2 2021, an estimated $370K.
Stockman Wealth Management first reported a position in Iron Mountain in Q3 2018 and held it in 11 quarters.
Stockman Wealth Management's Iron Mountain position peaked at $370K in Q1 2021.
687 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

Based on Stockman Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.