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
2024 Q3	–	Sell	-79	Closed	-$112K	–	618
2024 Q2	$112K	Buy	79 +25	+46%	+$2.02K	0.05%	269
2024 Q1	$77.3K	Buy	54 +5	+10%	+$362	0.03%	308
2023 Q4	$32.8K	Buy	49 +15	+44%	+$941	0.02%	426
2023 Q3	$11K	Buy	34 +17	+100%	+$1.04K	0.01%	589
2023 Q2	$4K	Buy	+17	New	+$931	﹤0.01%	733
2022 Q4	$4K	Buy	19 +16	+533%	+$808	﹤0.01%	687
2022 Q3	$1K	Buy	+3	New	+$151	﹤0.01%	806

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.