Axa’s Iron Mountain IRM Stock Holding History

Axa’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	-101,843	Closed	-$10.4M	–	573
2025 Q2	$10.4M	Buy	101,843 +75,393	+285%	+$7.11M	0.03%	394
2025 Q1	$2.28M	Buy	26,450 +22,610	+589%	+$2.18M	0.01%	711
2024 Q4	$404K	Buy	+3,840	New	+$451K	﹤0.01%	964
2024 Q3	–	Sell	-17,167	Closed	-$1.54M	–	1113
2024 Q2	$1.54M	Sell	17,167 -71,882	-81%	-$5.82M	﹤0.01%	819
2024 Q1	$7.14M	Buy	89,049 +368	+0.4%	+$26.6K	0.02%	478
2023 Q4	$6.21M	Buy	88,681 +5,032	+6%	+$316K	0.02%	501
2023 Q3	$4.97M	Buy	83,649 +30,024	+56%	+$1.83M	0.02%	531
2023 Q2	$3.05M	Sell	53,625 -40,000	-43%	-$2.19M	0.01%	647
2023 Q1	$4.95M	Sell	93,625 -198,283	-68%	-$10.4M	0.02%	567
2022 Q4	$14.6M	Sell	291,908 -15,174	-5%	-$766K	0.05%	362
2022 Q3	$13.5M	Buy	307,082 +65,625	+27%	+$3.31M	0.05%	366
2022 Q2	$11.8M	Sell	241,457 -172,643	-42%	-$9.09M	0.04%	398
2022 Q1	$22.9M	Sell	414,100 -33,500	-7%	-$1.6M	0.07%	333
2021 Q4	$23.4M	Sell	447,600 -104,200	-19%	-$4.93M	0.06%	333
2021 Q3	$24M	Buy	551,800 +43,400	+9%	+$1.95M	0.07%	305
2021 Q2	$21.5M	Sell	508,400 -126,500	-20%	-$5.31M	0.06%	326
2021 Q1	$23.5M	Sell	634,900 -99,800	-14%	-$3.34M	0.07%	314
2020 Q4	$21.7M	Buy	734,700 +99,600	+16%	+$2.76M	0.07%	317
2020 Q3	$17M	Sell	635,100 -6,300	-1%	-$179K	0.06%	320
2020 Q2	$16.7M	Buy	641,400 +12,033	+2%	+$304K	0.07%	310
2020 Q1	$15M	Buy	629,367 +34,567	+6%	+$1.05M	0.07%	272
2019 Q4	$19M	Buy	594,800 +31,200	+6%	+$1.02M	0.08%	303
2019 Q3	$18.3M	Buy	563,600 +61,100	+12%	+$1.92M	0.07%	323
2019 Q2	$15.7M	Sell	502,500 -162,600	-24%	-$5.33M	0.06%	352
2019 Q1	$23.6M	Buy	665,100 +174,936	+36%	+$6.18M	0.09%	262
2018 Q4	$15.9M	Buy	490,164 +125,100	+34%	+$4.1M	0.07%	322
2018 Q3	$12.6M	Buy	365,064 +346,400	+1,856%	+$12.3M	0.05%	404
2018 Q2	$653K	Sell	18,664 -7,103	-28%	-$240K	﹤0.01%	1093
2018 Q1	$846K	Buy	25,767 +9,200	+56%	+$310K	﹤0.01%	1042
2017 Q4	$625K	Hold	16,567	–	–	﹤0.01%	1114
2017 Q3	$644K	Sell	16,567 -448,818	-96%	-$16.8M	﹤0.01%	1059
2017 Q2	$16M	Buy	465,385 +332,544	+250%	+$11.6M	0.07%	314
2017 Q1	$4.74M	Sell	132,841 -311,459	-70%	-$11M	0.02%	603
2016 Q4	$14.4M	Buy	444,300 +419,620	+1,700%	+$13.9M	0.07%	321
2016 Q3	$926K	Buy	+24,680	New	+$952K	﹤0.01%	914
2016 Q2	–	Sell	-1,200	Closed	-$41K	–	1387
2016 Q1	$41K	Hold	1,200	–	–	﹤0.01%	1255
2015 Q4	$32K	Buy	+1,200	New	+$35.2K	﹤0.01%	1332
2015 Q3	–	Sell	-6,600	Closed	-$205K	–	1473
2015 Q2	$205K	Buy	+6,600	New	+$231K	﹤0.01%	1217

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Axa's IRM Position: Q3 2025 in Review

Axa sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 101,843 shares — an estimated $10.4M sold.

Axa first reported a position in IRM in Q2 2015 and held it in 38 quarters. The position peaked at $24M in Q3 2021. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

Axa reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
Axa sold 101,843 Iron Mountain shares in Q3 2025, an estimated $10.4M.
Axa first reported a position in Iron Mountain in Q2 2015 and held it in 38 quarters.
Axa's Iron Mountain position peaked at $24M in Q3 2021.
1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.