Tyler-Stone Wealth Management’s Iron Mountain IRM Stock Holding History

Tyler-Stone 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 Q2	$1.91M	Buy	18,607 +184	+1%	+$17.3K	0.31%	64
2025 Q1	$1.59M	Sell	18,423 -2,242	-11%	-$216K	0.28%	70
2024 Q4	$2.17M	Sell	20,665 -6,200	-23%	-$728K	0.39%	51
2024 Q3	$3.19M	Buy	26,865 +13,765	+105%	+$1.47M	0.6%	35
2024 Q2	$1.17M	Sell	13,100 -750	-5%	-$60.7K	0.48%	40
2024 Q1	$1.11M	Sell	13,850 -1,275	-8%	-$92.3K	0.49%	41
2023 Q4	$1.06M	Buy	15,125 +50	+0.3%	+$3.14K	0.53%	41
2023 Q3	$896K	Sell	15,075 -2,150	-12%	-$131K	0.51%	39
2023 Q2	$979K	Buy	+17,225	New	+$943K	0.55%	35
2022 Q4	$861K	Buy	17,275 +350	+2%	+$17.7K	0.59%	39
2022 Q3	$744K	Buy	16,925 +300	+2%	+$15.2K	0.57%	38
2022 Q2	$809K	Sell	16,625 -1,700	-9%	-$89.5K	0.54%	39
2022 Q1	$1.01M	Buy	18,325 +500	+3%	+$23.8K	0.56%	39
2021 Q4	$933K	Buy	+17,825	New	+$843K	0.49%	46

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

Tyler-Stone Wealth Management's IRM Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Iron Mountain (IRM) stake by 1% in Q2 2025, buying an estimated $17.3K and bringing the position to 18,607 shares worth $1.91M. The position accounts for 0.31% of the portfolio, ranked #64.

Tyler-Stone Wealth Management first reported a position in IRM in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.19M in Q3 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

Tyler-Stone Wealth Management held 18,607 shares of Iron Mountain worth $1.91M as of Q2 2025.
Tyler-Stone Wealth Management bought 184 Iron Mountain shares in Q2 2025, an estimated $17.3K.
Iron Mountain made up 0.31% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #64 holding.
Tyler-Stone Wealth Management first reported a position in Iron Mountain in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Iron Mountain position peaked at $3.19M in Q3 2024.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.