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Cookson Peirce & Co’s Iron Mountain IRM Stock Holding History

Cookson Peirce & Co’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
-2,162
Closed -$222K – 331
2025
Q2 		$222K Sell
2,162
-757
-26% -$71.4K 0.01% 265
2025
Q1 		$251K Sell
2,919
-451,633
-99% -$43.5M 0.01% 247
2024
Q4 		$47.8M Sell
454,552
-4,963
-1% -$583K 2.17% 13
2024
Q3 		$54.6M Sell
459,515
-2,308
-0.5% -$247K 2.56% 9
2024
Q2 		$41.4M Buy
461,823
+63,824
+16% +$5.17M 1.99% 16
2024
Q1 		$31.9M Sell
397,999
-838
-0.2% -$60.7K 1.7% 18
2023
Q4 		$27.9M Sell
398,837
-6,366
-2% -$399K 1.69% 18
2023
Q3 		$24.1M Sell
405,203
-2,856
-0.7% -$175K 1.58% 19
2023
Q2 		$23.2M Sell
408,059
-7,799
-2% -$427K 1.42% 25
2023
Q1 		$22M Buy
415,858
+3,849
+0.9% +$202K 1.41% 24
2022
Q4 		$20.5M Buy
412,009
+7,763
+2% +$392K 1.34% 29
2022
Q3 		$17.8M Buy
404,246
+6,204
+2% +$313K 1.25% 32
2022
Q2 		$19.4M Buy
398,042
+9,482
+2% +$499K 1.33% 31
2022
Q1 		$21.5M Buy
388,560
+8,663
+2% +$413K 1.26% 32
2021
Q4 		$19.9M Buy
+379,897
New +$18M 1.11% 34
2016
Q4 		– Sell
-7,090
Closed -$266K – 156
2016
Q3 		$266K Buy
+7,090
New +$273K 0.04% 128

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

Cookson Peirce & Co's IRM Position: Q3 2025 in Review

Cookson Peirce & Co sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 2,162 shares — an estimated $222K sold.

Cookson Peirce & Co first reported a position in IRM in Q3 2016 and held it in 16 quarters. The position peaked at $54.6M in Q3 2024. 1,016 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Cookson Peirce & Co reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Cookson Peirce & Co sold 2,162 Iron Mountain shares in Q3 2025, an estimated $222K.
  • Cookson Peirce & Co first reported a position in Iron Mountain in Q3 2016 and held it in 16 quarters.
  • Cookson Peirce & Co's Iron Mountain position peaked at $54.6M in Q3 2024.
  • 1,016 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Cookson Peirce & Co's 13F filing for Q3 2025, filed 6 Nov 2025.