Williamson Legacy Group’s Iron Mountain IRM Stock Holding History

Williamson Legacy Group’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	-5,834	Closed	-$613K	–	124
2024 Q4	$613K	Buy	+5,834	New	+$685K	0.41%	80

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Williamson Legacy Group's IRM Position: Q1 2025 in Review

Williamson Legacy Group sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 5,834 shares — an estimated $613K sold.

Williamson Legacy Group first reported a position in IRM in Q4 2024 and held it in 1 quarter. The position peaked at $613K in Q4 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Williamson Legacy Group reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Williamson Legacy Group sold 5,834 Iron Mountain shares in Q1 2025, an estimated $613K.
Williamson Legacy Group first reported a position in Iron Mountain in Q4 2024 and held it in 1 quarter.
Williamson Legacy Group's Iron Mountain position peaked at $613K in Q4 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Williamson Legacy Group's 13F filing for Q1 2025, filed 8 May 2025.