L.M. Kohn & Company’s Iron Mountain IRM Stock Holding History

L.M. Kohn & Company’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	-4,147	Closed	-$425K	–	205
2025 Q2	$425K	Sell	4,147 -25	-0.6%	-$2.36K	0.11%	154
2025 Q1	$359K	Hold	4,172	–	–	0.09%	176
2024 Q4	$439K	Sell	4,172 -70	-2%	-$8.22K	0.11%	149
2024 Q3	$504K	Sell	4,242 -245	-5%	-$26.2K	0.13%	146
2024 Q2	$402K	Buy	4,487 +20	+0.4%	+$1.62K	0.11%	157
2024 Q1	$358K	Sell	4,467 -408	-8%	-$29.5K	0.1%	180
2023 Q4	$341K	Hold	4,875	–	–	0.11%	167
2023 Q3	$290K	Hold	4,875	–	–	0.11%	171
2023 Q2	$277K	Hold	4,875	–	–	0.1%	176
2023 Q1	$258K	Hold	4,875	–	–	0.11%	181
2022 Q4	$243K	Buy	4,875 +100	+2%	+$5.05K	0.11%	182
2022 Q3	$210K	Hold	4,775	–	–	0.1%	187
2022 Q2	$233K	Hold	4,775	–	–	0.11%	195
2022 Q1	$265K	Buy	+4,775	New	+$227K	0.1%	203

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

L.M. Kohn & Company's IRM Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 4,147 shares — an estimated $425K sold.

L.M. Kohn & Company first reported a position in IRM in Q1 2022 and held it in 14 quarters. The position peaked at $504K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

L.M. Kohn & Company reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 4,147 Iron Mountain shares in Q3 2025, an estimated $425K.
L.M. Kohn & Company first reported a position in Iron Mountain in Q1 2022 and held it in 14 quarters.
L.M. Kohn & Company's Iron Mountain position peaked at $504K in Q3 2024.
1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.