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Lindbrook Capital’s Iron Mountain IRM Stock Holding History

Lindbrook Capital’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
Q1 		$95.8K Buy
1,113
+126
+13% +$12.1K 0.01% 698
2024
Q4 		$104K Sell
987
-45
-4% -$5.29K 0.01% 550
2024
Q3 		$123K Buy
1,032
+125
+14% +$13.4K 0.01% 502
2024
Q2 		$81.3K Buy
907
+131
+17% +$10.6K 0.01% 613
2024
Q1 		$62.2K Buy
776
+25
+3% +$1.81K 0.01% 697
2023
Q4 		$52.6K Buy
751
+144
+24% +$9.03K 0.01% 735
2023
Q3 		$36.1K Buy
607
+42
+7% +$2.57K ﹤0.01% 804
2023
Q2 		$32.1K Buy
565
+11
+2% +$602 ﹤0.01% 872
2023
Q1 		$29.3K Buy
554
+5
+0.9% +$262 ﹤0.01% 896
2022
Q4 		$27.4K Sell
549
-92
-14% -$4.64K ﹤0.01% 923
2022
Q3 		$28K Buy
641
+44
+7% +$2.22K ﹤0.01% 844
2022
Q2 		$29K Buy
597
+231
+63% +$12.2K ﹤0.01% 852
2022
Q1 		$20K Buy
366
+58
+19% +$2.76K ﹤0.01% 998
2021
Q4 		$16K Buy
308
+128
+71% +$6.05K ﹤0.01% 1102
2021
Q3 		$8K Sell
180
-32
-15% -$1.44K ﹤0.01% 1082
2021
Q2 		$9K Hold
212
– – ﹤0.01% 1086
2021
Q1 		$8K Buy
212
+46
+28% +$1.54K ﹤0.01% 1099
2020
Q4 		$5K Buy
166
+23
+16% +$638 ﹤0.01% 1188
2020
Q3 		$4K Hold
143
– – ﹤0.01% 1178
2020
Q2 		$4K Sell
143
-572
-80% -$14.4K ﹤0.01% 1168
2020
Q1 		$17K Buy
715
+305
+74% +$9.23K 0.01% 597
2019
Q4 		$13K Buy
410
+71
+21% +$2.33K ﹤0.01% 857
2019
Q3 		$11K Sell
339
-520
-61% -$16.3K ﹤0.01% 874
2019
Q2 		$26K Buy
859
+170
+25% +$5.57K 0.01% 610
2019
Q1 		$24K Hold
689
– – 0.01% 637
2018
Q4 		$22K Buy
+689
New +$22.6K 0.01% 576

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindbrook Capital's IRM Position: Q1 2025 in Review

Lindbrook Capital increased its Iron Mountain (IRM) stake by 13% in Q1 2025, buying an estimated $12.1K and bringing the position to 1,113 shares worth $95.8K. The position accounts for 0.01% of the portfolio, ranked #698.

Lindbrook Capital first reported a position in IRM in Q4 2018 and has held it in 26 quarters since. The position peaked at $123K in Q3 2024. 995 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Lindbrook Capital held 1,113 shares of Iron Mountain worth $95.8K as of Q1 2025.
  • Lindbrook Capital bought 126 Iron Mountain shares in Q1 2025, an estimated $12.1K.
  • Iron Mountain made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #698 holding.
  • Lindbrook Capital first reported a position in Iron Mountain in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Iron Mountain position peaked at $123K in Q3 2024.
  • 995 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.