LNC
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Lincoln National Corp’s Iron Mountain IRM Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-16,961
Closed -$1.36M – 586
2024
Q1 		$1.36M Sell
16,961
-3,030
-15% -$219K 0.02% 428
2023
Q4 		$1.4M Buy
19,991
+98
+0.5% +$6.15K 0.02% 371
2023
Q3 		$1.18M Buy
19,893
+391
+2% +$23.9K 0.02% 367
2023
Q2 		$1.11M Buy
19,502
+869
+5% +$47.6K 0.02% 381
2023
Q1 		$986K Buy
18,633
+302
+2% +$15.8K 0.02% 395
2022
Q4 		$914K Buy
18,331
+5,984
+48% +$302K 0.02% 374
2022
Q3 		$543K Buy
12,347
+992
+9% +$50.1K 0.01% 471
2022
Q2 		$553K Buy
11,355
+94
+0.8% +$4.95K 0.01% 468
2022
Q1 		$624K Buy
11,261
+849
+8% +$40.4K 0.01% 461
2021
Q4 		$545K Buy
10,412
+537
+5% +$25.4K 0.01% 494
2021
Q3 		$429K Buy
9,875
+151
+2% +$6.8K 0.01% 550
2021
Q2 		$412K Buy
9,724
+159
+2% +$6.67K 0.01% 548
2021
Q1 		$354K Buy
9,565
+17
+0.2% +$568 0.01% 561
2020
Q4 		$281K Buy
9,548
+356
+4% +$9.88K 0.01% 599
2020
Q3 		$246K Sell
9,192
-870
-9% -$24.8K 0.01% 557
2020
Q2 		$262K Buy
+10,062
New +$254K 0.01% 529

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lincoln National Corp's IRM Position: Q2 2024 in Review

Lincoln National Corp sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 16,961 shares — an estimated $1.36M sold.

Lincoln National Corp first reported a position in IRM in Q2 2020 and held it in 16 quarters. The position peaked at $1.4M in Q4 2023. 965 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

  • Lincoln National Corp reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 16,961 Iron Mountain shares in Q2 2024, an estimated $1.36M.
  • Lincoln National Corp first reported a position in Iron Mountain in Q2 2020 and held it in 16 quarters.
  • Lincoln National Corp's Iron Mountain position peaked at $1.4M in Q4 2023.
  • 965 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.