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WealthTrak Capital Management’s Iron Mountain IRM Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-30
Closed -$3.08K – 483
2025
Q2 		$3.08K Buy
30
+5
+20% +$471 ﹤0.01% 375
2025
Q1 		$2.15K Buy
25
+15
+150% +$1.45K ﹤0.01% 367
2024
Q4 		$1.05K Buy
+10
New +$1.18K ﹤0.01% 436

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthTrak Capital Management's IRM Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 30 shares — an estimated $3.08K sold.

WealthTrak Capital Management first reported a position in IRM in Q4 2024 and held it in 3 quarters. The position peaked at $3.08K in Q2 2025. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 30 Iron Mountain shares in Q3 2025, an estimated $3.08K.
  • WealthTrak Capital Management first reported a position in Iron Mountain in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Iron Mountain position peaked at $3.08K in Q2 2025.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.