Lockheed Martin Investment Management’s Iron Mountain IRM Stock Holding History

Lockheed Martin Investment 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
2024 Q3	–	Sell	-9,120	Closed	-$817K	–	136
2024 Q2	$817K	Sell	9,120 -5,558	-38%	-$450K	0.05%	110
2024 Q1	$1.03M	Sell	14,678 -4,500	-23%	-$326K	0.07%	115
2023 Q4	$1.23M	Sell	19,178 -5,300	-22%	-$332K	0.09%	107
2023 Q3	$1.4M	Hold	24,478	–	–	0.11%	94
2023 Q2	$1.39M	Buy	24,478 +2,600	+12%	+$142K	0.08%	95
2023 Q1	$1.16M	Hold	21,878	–	–	0.07%	109
2022 Q4	$1.09M	Buy	21,878 +2,400	+12%	+$121K	0.07%	109
2022 Q3	$856K	Sell	19,478 -3,200	-14%	-$162K	0.07%	110
2022 Q2	$1.1M	Sell	22,678 -7,950	-26%	-$418K	0.08%	116
2022 Q1	$1.7M	Sell	30,628 -2,800	-8%	-$133K	0.09%	121
2021 Q4	$1.75M	Buy	+33,428	New	+$1.58M	0.09%	122

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Lockheed Martin Investment Management's IRM Position: Q3 2024 in Review

Lockheed Martin Investment Management sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 9,120 shares — an estimated $817K sold.

Lockheed Martin Investment Management first reported a position in IRM in Q4 2021 and held it in 11 quarters. The position peaked at $1.75M in Q4 2021. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

Lockheed Martin Investment Management reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
Lockheed Martin Investment Management sold 9,120 Iron Mountain shares in Q3 2024, an estimated $817K.
Lockheed Martin Investment Management first reported a position in Iron Mountain in Q4 2021 and held it in 11 quarters.
Lockheed Martin Investment Management's Iron Mountain position peaked at $1.75M in Q4 2021.
1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.