Dimensional Fund Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440M | Buy |
4,292,766
+36,349
| +0.9% | +$3.73M | 0.1% | 155 |
|
|
2025
Q1 | $366M | Buy |
4,256,417
+37,154
| +0.9% | +$3.2M | 0.09% | 194 |
|
|
2024
Q4 | $443M | Buy |
4,219,263
+15,097
| +0.4% | +$1.59M | 0.11% | 138 |
|
|
2024
Q3 | $500M | Sell |
4,204,166
-81,902
| -2% | -$9.73M | 0.12% | 120 |
|
|
2024
Q2 | $384M | Sell |
4,286,068
-525
| -0% | -$47.1K | 0.1% | 156 |
|
|
2024
Q1 | $344M | Sell |
4,286,593
-1,806
| -0% | -$145K | 0.09% | 183 |
|
|
2023
Q4 | $300M | Sell |
4,288,399
-15,517
| -0.4% | -$1.09M | 0.09% | 206 |
|
|
2023
Q3 | $256M | Buy |
4,303,916
+32,452
| +0.8% | +$1.93M | 0.08% | 223 |
|
|
2023
Q2 | $243M | Buy |
4,271,464
+52,274
| +1% | +$2.97M | 0.08% | 252 |
|
|
2023
Q1 | $223M | Buy |
4,219,190
+116,057
| +3% | +$6.14M | 0.08% | 270 |
|
|
2022
Q4 | $205K | Buy |
4,103,133
+54,106
| +1% | +$2.7K | 0.06% | 311 |
|
|
2022
Q3 | $178M | Sell |
4,049,027
-9,556
| -0.2% | -$420K | 0.07% | 334 |
|
|
2022
Q2 | $198M | Sell |
4,058,583
-6,850
| -0.2% | -$334K | 0.07% | 305 |
|
|
2022
Q1 | $225M | Sell |
4,065,433
-84,543
| -2% | -$4.68M | 0.07% | 310 |
|
|
2021
Q4 | $217M | Sell |
4,149,976
-72,078
| -2% | -$3.77M | 0.07% | 329 |
|
|
2021
Q3 | $183M | Sell |
4,222,054
-44,123
| -1% | -$1.92M | 0.06% | 397 |
|
|
2021
Q2 | $181M | Buy |
4,266,177
+14,291
| +0.3% | +$605K | 0.06% | 406 |
|
|
2021
Q1 | $157M | Sell |
4,251,886
-15,688
| -0.4% | -$581K | 0.05% | 476 |
|
|
2020
Q4 | $126M | Sell |
4,267,574
-92,296
| -2% | -$2.72M | 0.05% | 559 |
|
|
2020
Q3 | $117M | Sell |
4,359,870
-41,696
| -0.9% | -$1.12M | 0.05% | 464 |
|
|
2020
Q2 | $115M | Buy |
4,401,566
+16,081
| +0.4% | +$420K | 0.05% | 448 |
|
|
2020
Q1 | $104M | Sell |
4,385,485
-31,588
| -0.7% | -$752K | 0.05% | 387 |
|
|
2019
Q4 | $141M | Buy |
4,417,073
+38,156
| +0.9% | +$1.22M | 0.05% | 463 |
|
|
2019
Q3 | $142M | Buy |
4,378,917
+171,346
| +4% | +$5.55M | 0.06% | 417 |
|
|
2019
Q2 | $132M | Buy |
4,207,571
+40,947
| +1% | +$1.28M | 0.05% | 473 |
|
|
2019
Q1 | $148M | Buy |
4,166,624
+38,825
| +0.9% | +$1.38M | 0.06% | 369 |
|
|
2018
Q4 | $134M | Buy |
4,127,799
+45,950
| +1% | +$1.49M | 0.06% | 335 |
|
|
2018
Q3 | $141M | Buy |
4,081,849
+58,036
| +1% | +$2M | 0.05% | 434 |
|
|
2018
Q2 | $141M | Buy |
4,023,813
+99,620
| +3% | +$3.49M | 0.06% | 426 |
|
|
2018
Q1 | $129M | Buy |
3,924,193
+173,605
| +5% | +$5.7M | 0.05% | 442 |
|
|
2017
Q4 | $142M | Buy |
3,750,588
+139,758
| +4% | +$5.27M | 0.06% | 394 |
|
|
2017
Q3 | $140M | Buy |
3,610,830
+80,395
| +2% | +$3.13M | 0.06% | 371 |
|
|
2017
Q2 | $121M | Buy |
3,530,435
+124,704
| +4% | +$4.28M | 0.06% | 418 |
|
|
2017
Q1 | $121M | Buy |
3,405,731
+94,324
| +3% | +$3.36M | 0.06% | 418 |
|
|
2016
Q4 | $108M | Buy |
3,311,407
+275,336
| +9% | +$8.94M | 0.05% | 456 |
|
|
2016
Q3 | $114M | Buy |
3,036,071
+404,230
| +15% | +$15.2M | 0.06% | 383 |
|
|
2016
Q2 | $105M | Buy |
2,631,841
+29,225
| +1% | +$1.16M | 0.06% | 369 |
|
|
2016
Q1 | $88.3M | Buy |
2,602,616
+126,417
| +5% | +$4.29M | 0.05% | 442 |
|
|
2015
Q4 | $66.9M | Buy |
2,476,199
+670,436
| +37% | +$18.1M | 0.04% | 609 |
|
|
2015
Q3 | $56M | Buy |
1,805,763
+637,488
| +55% | +$19.8M | 0.04% | 707 |
|
|
2015
Q2 | $36.2M | Sell |
1,168,275
-16,405
| -1% | -$509K | 0.02% | 1223 |
|
|
2015
Q1 | $43.2M | Buy |
1,184,680
+379,921
| +47% | +$13.9M | 0.03% | 988 |
|
|
2014
Q4 | $31.1M | Buy |
804,759
+125,266
| +18% | +$4.84M | 0.02% | 1269 |
|
|
2014
Q3 | $22.2M | Sell |
679,493
-92,526
| -12% | -$5.09M | 0.02% | 1524 |
|
|
2014
Q2 | $27.4M | Buy |
772,019
+244,877
| +46% | +$8.68M | 0.02% | 1313 |
|
|
2014
Q1 | $14.5M | Buy |
527,142
+190,494
| +57% | +$5.25M | 0.01% | 1878 |
|
|
2013
Q4 | $10.2M | Buy |
336,648
+5,715
| +2% | +$173K | 0.01% | 2150 |
|
|
2013
Q3 | $8.94M | Buy |
330,933
+7,000
| +2% | +$189K | 0.01% | 2195 |
|
|
2013
Q2 | $8.62M | Buy |
+323,933
| New | +$8.62M | 0.01% | 2134 |
|