Twelve Points Wealth Management’s Iron Mountain IRM Stock Holding History

Twelve Points 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
2025 Q1	–	Sell	-2,404	Closed	-$253K	–	179
2024 Q4	$253K	Sell	2,404 -748	-24%	-$87.9K	0.07%	156
2024 Q3	$375K	Sell	3,152 -39,858	-93%	-$4.26M	0.12%	138
2024 Q2	$3.85M	Buy	43,010 +2,429	+6%	+$197K	1.36%	13
2024 Q1	$3.25M	Buy	40,581 +1,353	+3%	+$97.9K	1.19%	13
2023 Q4	$2.75M	Buy	39,228 +466	+1%	+$29.2K	1.3%	14
2023 Q3	$2.3M	Buy	38,762 +2,396	+7%	+$146K	1.15%	17
2023 Q2	$2.07M	Buy	36,366 +3,373	+10%	+$185K	1.1%	19
2023 Q1	$1.75M	Buy	32,993 +5,933	+22%	+$311K	1%	20
2022 Q4	$1.35M	Buy	27,060 +1,167	+5%	+$58.9K	0.92%	26
2022 Q3	$1.14M	Buy	25,893 +1,054	+4%	+$53.2K	0.88%	27
2022 Q2	$1.21M	Buy	24,839 +3,393	+16%	+$179K	0.93%	24
2022 Q1	$1.19M	Buy	21,446 +10,613	+98%	+$506K	0.89%	27
2021 Q4	$567K	Buy	+10,833	New	+$512K	0.46%	76

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Twelve Points Wealth Management's IRM Position: Q1 2025 in Review

Twelve Points Wealth Management sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 2,404 shares — an estimated $253K sold.

Twelve Points Wealth Management first reported a position in IRM in Q4 2021 and held it in 13 quarters. The position peaked at $3.85M in Q2 2024. 996 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Twelve Points Wealth Management reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Twelve Points Wealth Management sold 2,404 Iron Mountain shares in Q1 2025, an estimated $253K.
Twelve Points Wealth Management first reported a position in Iron Mountain in Q4 2021 and held it in 13 quarters.
Twelve Points Wealth Management's Iron Mountain position peaked at $3.85M in Q2 2024.
996 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Twelve Points Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.