LGT Financial Advisors’s Iron Mountain IRM Stock Holding History

LGT Financial Advisors’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	-3	Closed	-$308	–	514
2025 Q2	$308	Buy	+3	New	+$283	﹤0.01%	467

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

LGT Financial Advisors's IRM Position: Q3 2025 in Review

LGT Financial Advisors sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 3 shares — an estimated $308 sold.

LGT Financial Advisors first reported a position in IRM in Q2 2025 and held it in 1 quarter. The position peaked at $308 in Q2 2025. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

LGT Financial Advisors reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 3 Iron Mountain shares in Q3 2025, an estimated $308.
LGT Financial Advisors first reported a position in Iron Mountain in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's Iron Mountain position peaked at $308 in Q2 2025.
1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.