Venturi Wealth Management’s Iron Mountain IRM Stock Holding History

Venturi 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	-514	Closed	-$54K	–	1215
2024 Q4	$54K	Buy	514 +263	+105%	+$30.9K	﹤0.01%	993
2024 Q3	$29.8K	Buy	251 +2	+0.8%	+$214	﹤0.01%	913
2024 Q2	$22.3K	Buy	249 +234	+1,560%	+$18.9K	﹤0.01%	910
2024 Q1	$1.2K	Hold	15	–	–	﹤0.01%	1317
2023 Q4	$1.05K	Buy	+15	New	+$941	﹤0.01%	1338
2023 Q3	–	Sell	-5	Closed	-$285	–	1371
2023 Q2	$285	Buy	+5	New	+$274	﹤0.01%	1116

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 $3.38T AUM 44.17% 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

Venturi Wealth Management's IRM Position: Q1 2025 in Review

Venturi Wealth Management sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 514 shares — an estimated $54K sold.

Venturi Wealth Management first reported a position in IRM in Q2 2023 and held it in 6 quarters. The position peaked at $54K in Q4 2024. 997 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Venturi Wealth Management reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 514 Iron Mountain shares in Q1 2025, an estimated $54K.
Venturi Wealth Management first reported a position in Iron Mountain in Q2 2023 and held it in 6 quarters.
Venturi Wealth Management's Iron Mountain position peaked at $54K in Q4 2024.
997 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.