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Johnson Investment Counsel’s Iron Mountain IRM Stock Holding History

Johnson Investment Counsel’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
-2,033
Closed -$209K – 849
2025
Q2 		$209K Buy
+2,033
New +$192K ﹤0.01% 773
2025
Q1 		– Sell
-3,231
Closed -$340K – 825
2024
Q4 		$340K Buy
3,231
+1,188
+58% +$140K ﹤0.01% 614
2024
Q3 		$243K Sell
2,043
-361
-15% -$38.6K ﹤0.01% 711
2024
Q2 		$215K Sell
2,404
-112
-4% -$9.06K ﹤0.01% 697
2024
Q1 		$202K Buy
+2,516
New +$182K ﹤0.01% 723
2020
Q2 		– Sell
-11,602
Closed -$283K – 589
2020
Q1 		$283K Buy
+11,602
New +$351K 0.01% 461

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

Johnson Investment Counsel's IRM Position: Q3 2025 in Review

Johnson Investment Counsel sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 2,033 shares — an estimated $209K sold.

Johnson Investment Counsel first reported a position in IRM in Q1 2020 and held it in 6 quarters. The position peaked at $340K in Q4 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Johnson Investment Counsel reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Johnson Investment Counsel sold 2,033 Iron Mountain shares in Q3 2025, an estimated $209K.
  • Johnson Investment Counsel first reported a position in Iron Mountain in Q1 2020 and held it in 6 quarters.
  • Johnson Investment Counsel's Iron Mountain position peaked at $340K in Q4 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Johnson Investment Counsel's 13F filing for Q3 2025, filed 6 Nov 2025.