Transce3nd’s Iron Mountain IRM Stock Holding History

Transce3nd’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	-362	Closed	-$37.1K	–	650
2025 Q2	$37.1K	Hold	362	–	–	0.02%	334
2025 Q1	$31.1K	Sell	362 -923	-72%	-$88.9K	0.01%	363
2024 Q4	$135K	Buy	+1,285	New	+$151K	0.05%	213

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

Transce3nd's IRM Position: Q3 2025 in Review

Transce3nd sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 362 shares — an estimated $37.1K sold.

Transce3nd first reported a position in IRM in Q4 2024 and held it in 3 quarters. The position peaked at $135K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

Transce3nd reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 362 Iron Mountain shares in Q3 2025, an estimated $37.1K.
Transce3nd first reported a position in Iron Mountain in Q4 2024 and held it in 3 quarters.
Transce3nd's Iron Mountain position peaked at $135K in Q4 2024.
1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.