TFG Advisers’s Iron Mountain IRM Stock Holding History

TFG Advisers’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 Q2	$2.6M	Buy	25,306 +68	+0.3%	+$6.41K	0.89%	27
2025 Q1	$2.17M	Buy	25,238 +484	+2%	+$46.6K	0.79%	35
2024 Q4	$2.6M	Buy	24,754 +491	+2%	+$57.7K	0.94%	26
2024 Q3	$2.88M	Buy	24,263 +731	+3%	+$78.2K	1.04%	25
2024 Q2	$2.11M	Buy	23,532 +1,017	+5%	+$82.3K	0.82%	32
2024 Q1	$1.81M	Buy	22,515 +1,104	+5%	+$79.9K	0.71%	36
2023 Q4	$1.5M	Buy	21,411 +1,863	+10%	+$117K	0.63%	47
2023 Q3	$1.16M	Buy	19,548 +1,982	+11%	+$121K	0.55%	55
2023 Q2	$998K	Buy	17,566 +1,527	+10%	+$83.6K	0.45%	64
2023 Q1	$849K	Buy	16,039 +1,929	+14%	+$101K	0.41%	68
2022 Q4	$703K	Buy	14,110 +2,793	+25%	+$141K	0.36%	75
2022 Q3	$498K	Buy	11,317 +4,995	+79%	+$252K	0.28%	93
2022 Q2	$308K	Buy	+6,322	New	+$333K	0.16%	139

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

TFG Advisers's IRM Position: Q2 2025 in Review

TFG Advisers increased its Iron Mountain (IRM) stake by 0.27% in Q2 2025, buying an estimated $6.41K and bringing the position to 25,306 shares worth $2.6M. The position accounts for 0.89% of the portfolio, ranked #27.

TFG Advisers first reported a position in IRM in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.88M in Q3 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

TFG Advisers held 25,306 shares of Iron Mountain worth $2.6M as of Q2 2025.
TFG Advisers bought 68 Iron Mountain shares in Q2 2025, an estimated $6.41K.
Iron Mountain made up 0.89% of TFG Advisers's portfolio in Q2 2025, its #27 holding.
TFG Advisers first reported a position in Iron Mountain in Q2 2022 and has held it in 13 quarters since.
TFG Advisers's Iron Mountain position peaked at $2.88M in Q3 2024.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.