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Laird Norton Wetherby Wealth Management’s Iron Mountain IRM Stock Holding History

Laird Norton Wetherby Wealth 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 		$1.08M Buy
10,565
+294
+3% +$28.3K 0.04% 361
2025
Q2 		$1.05M Buy
+10,271
New +$968K 0.05% 350
2024
Q4 		$970K Buy
9,230
+289
+3% +$34K 0.05% 346
2024
Q3 		$1.06M Buy
8,941
+198
+2% +$21.2K 0.05% 338
2024
Q2 		$784K Sell
8,743
-149
-2% -$12.1K 0.04% 405
2024
Q1 		$713K Buy
8,892
+95
+1% +$6.88K 0.03% 449
2023
Q4 		$616K Sell
8,797
-121
-1% -$7.59K 0.03% 474
2023
Q3 		$530K Buy
8,918
+113
+1% +$6.91K 0.03% 504
2023
Q2 		$500K Sell
8,805
-436
-5% -$23.9K 0.03% 537
2023
Q1 		$489K Buy
9,241
+1,322
+17% +$69.3K 0.03% 543
2022
Q4 		$395K Sell
7,919
-3,751
-32% -$189K 0.03% 598
2022
Q3 		$513K Sell
11,670
-3,880
-25% -$196K 0.04% 481
2022
Q2 		$757K Buy
15,550
+5,578
+56% +$294K 0.05% 361
2022
Q1 		$552K Sell
9,972
-502
-5% -$23.9K 0.03% 493
2021
Q4 		$548K Buy
10,474
+778
+8% +$36.8K 0.03% 489
2021
Q3 		$421K Buy
9,696
+1,215
+14% +$54.7K 0.03% 566
2021
Q2 		$359K Buy
+8,481
New +$356K 0.02% 646
2021
Q1 		– Sell
-7,874
Closed -$232K – 839
2020
Q4 		$232K Buy
+7,874
New +$218K 0.02% 765

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

Laird Norton Wetherby Wealth Management's IRM Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Iron Mountain (IRM) stake by 2.9% in Q3 2025, buying an estimated $28.3K and bringing the position to 10,565 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #361.

Laird Norton Wetherby Wealth Management first reported a position in IRM in Q4 2020 and has held it in 18 quarters since. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 10,565 shares of Iron Mountain worth $1.08M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 294 Iron Mountain shares in Q3 2025, an estimated $28.3K.
  • Iron Mountain made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #361 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Iron Mountain in Q4 2020 and has held it in 18 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.