FIM
IRM icon

Freedom Investment Management’s Iron Mountain IRM Stock Holding History

Freedom Investment 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
-4,267
Closed -$438K – 411
2025
Q2 		$438K Sell
4,267
-567
-12% -$53.4K 0.03% 485
2025
Q1 		$416K Buy
4,834
+194
+4% +$18.7K 0.03% 476
2024
Q4 		$488K Sell
4,640
-3,192
-41% -$375K 0.04% 439
2024
Q3 		$931K Sell
7,832
-910
-10% -$97.3K 0.07% 268
2024
Q2 		$783K Sell
8,742
-1,712
-16% -$139K 0.06% 302
2024
Q1 		$838K Sell
10,454
-1,802
-15% -$130K 0.07% 300
2023
Q4 		$858K Sell
12,256
-823
-6% -$51.6K 0.07% 294
2023
Q3 		$778K Sell
13,079
-1,919
-13% -$117K 0.1% 270
2023
Q2 		$852K Sell
14,998
-1,840
-11% -$101K 0.1% 277
2023
Q1 		$891K Sell
16,838
-2,667
-14% -$140K 0.1% 263
2022
Q4 		$972K Sell
19,505
-8,580
-31% -$433K 0.11% 252
2022
Q3 		$1.23M Sell
28,085
-8,581
-23% -$433K 0.14% 188
2022
Q2 		$1.79M Buy
36,666
+5,913
+19% +$311K 0.19% 131
2022
Q1 		$1.7M Sell
30,753
-103
-0.3% -$4.91K 0.15% 168
2021
Q4 		$1.61M Buy
30,856
+2,339
+8% +$111K 0.12% 222
2021
Q3 		$1.24M Buy
+28,517
New +$1.28M 0.09% 276
2016
Q4 		– Sell
-6,344
Closed -$238K – 1020
2016
Q3 		$238K Sell
6,344
-7,041
-53% -$272K 0.02% 740
2016
Q2 		$533K Buy
13,385
+5,766
+76% +$210K 0.04% 399
2016
Q1 		$258K Buy
+7,619
New +$219K 0.02% 618

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

Freedom Investment Management's IRM Position: Q3 2025 in Review

Freedom Investment Management sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 4,267 shares — an estimated $438K sold.

Freedom Investment Management first reported a position in IRM in Q1 2016 and held it in 19 quarters. The position peaked at $1.79M in Q2 2022. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Freedom Investment Management reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 4,267 Iron Mountain shares in Q3 2025, an estimated $438K.
  • Freedom Investment Management first reported a position in Iron Mountain in Q1 2016 and held it in 19 quarters.
  • Freedom Investment Management's Iron Mountain position peaked at $1.79M in Q2 2022.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

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