Highland Capital Management (Tennessee)’s Iron Mountain IRM Stock Holding History

Highland Capital Management (Tennessee)’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	-9,852	Closed	-$1.04M	–	412
2024 Q4	$1.04M	Buy	+9,852	New	+$1.16M	0.06%	222
2019 Q3	–	Sell	-56,560	Closed	-$1.77M	–	317
2019 Q2	$1.77M	Sell	56,560 -1,841	-3%	-$60.3K	0.13%	170
2019 Q1	$2.07M	Sell	58,401 -800	-1%	-$28.3K	0.16%	143
2018 Q4	$1.92M	Sell	59,201 -50	-0.1%	-$1.64K	0.16%	144
2018 Q3	$2.04M	Sell	59,251 -16,900	-22%	-$602K	0.15%	151
2018 Q2	$2.67M	Buy	76,151 +155	+0.2%	+$5.24K	0.2%	131
2018 Q1	$2.5M	Buy	75,996 +12,881	+20%	+$434K	0.2%	133
2017 Q4	$2.38M	Sell	63,115 -11,907	-16%	-$472K	0.18%	133
2017 Q3	$2.92M	Buy	+75,022	New	+$2.8M	0.23%	118

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

Highland Capital Management (Tennessee)'s IRM Position: Q1 2025 in Review

Highland Capital Management (Tennessee) sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 9,852 shares — an estimated $1.04M sold.

Highland Capital Management (Tennessee) first reported a position in IRM in Q3 2017 and held it in 9 quarters. The position peaked at $2.92M in Q3 2017. 995 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Highland Capital Management (Tennessee) reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Highland Capital Management (Tennessee) sold 9,852 Iron Mountain shares in Q1 2025, an estimated $1.04M.
Highland Capital Management (Tennessee) first reported a position in Iron Mountain in Q3 2017 and held it in 9 quarters.
Highland Capital Management (Tennessee)'s Iron Mountain position peaked at $2.92M in Q3 2017.
995 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q1 2025, filed 24 Apr 2025.