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Wambolt & Associates’s Iron Mountain IRM Stock Holding History

Wambolt & Associates’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 		$351K Sell
3,509
-541
-13% -$51K 0.12% 137
2025
Q1 		$352K Sell
4,050
-249
-6% -$24K 0.12% 135
2024
Q4 		$452K Sell
4,299
-1,667
-28% -$196K 0.14% 124
2024
Q3 		$705K Sell
5,966
-3,449
-37% -$369K 0.19% 109
2024
Q2 		$844K Sell
9,415
-1,680
-15% -$136K 0.25% 97
2024
Q1 		$882K Sell
11,095
-10,137
-48% -$734K 0.26% 101
2023
Q4 		$1.49M Sell
21,232
-5,980
-22% -$375K 0.49% 65
2023
Q3 		$1.6M Buy
27,212
+211
+0.8% +$12.9K 0.58% 54
2023
Q2 		$1.53M Buy
27,001
+889
+3% +$48.7K 0.55% 59
2023
Q1 		$1.38M Buy
26,112
+969
+4% +$50.8K 0.49% 71
2022
Q4 		$1.25M Buy
25,143
+737
+3% +$37.2K 0.48% 77
2022
Q3 		$1.07M Buy
24,406
+51
+0.2% +$2.58K 0.46% 86
2022
Q2 		$1.19M Buy
24,355
+740
+3% +$38.9K 0.48% 73
2022
Q1 		$1.33M Buy
23,615
+744
+3% +$35.4K 0.48% 77
2021
Q4 		$1.2M Buy
22,871
+2,878
+14% +$136K 0.43% 83
2021
Q3 		$879K Buy
19,993
+4,733
+31% +$213K 0.35% 105
2021
Q2 		$650K Buy
15,260
+7,727
+103% +$324K 0.28% 120
2021
Q1 		$281K Buy
+7,533
New +$252K 0.15% 182

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wambolt & Associates's IRM Position: Q2 2025 in Review

Wambolt & Associates reduced its Iron Mountain (IRM) stake by 13% in Q2 2025, selling an estimated $51K and leaving 3,509 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #137.

Wambolt & Associates first reported a position in IRM in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.6M in Q3 2023. 1,044 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Wambolt & Associates held 3,509 shares of Iron Mountain worth $351K as of Q2 2025.
  • Wambolt & Associates sold 541 Iron Mountain shares in Q2 2025, an estimated $51K.
  • Iron Mountain made up 0.12% of Wambolt & Associates's portfolio in Q2 2025, its #137 holding.
  • Wambolt & Associates first reported a position in Iron Mountain in Q1 2021 and has held it in 18 quarters since.
  • Wambolt & Associates's Iron Mountain position peaked at $1.6M in Q3 2023.
  • 1,044 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.