LIG
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Lokken Investment Group’s Iron Mountain IRM Stock Holding History

Lokken Investment Group’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 		$355K Hold
3,479
– – 0.12% 103
2025
Q2 		$357K Hold
3,479
– – 0.14% 100
2025
Q1 		$299K Buy
3,479
+5
+0.1% +$482 0.13% 102
2024
Q4 		$365K Hold
3,474
– – 0.16% 94
2024
Q3 		$413K Hold
3,474
– – 0.17% 99
2024
Q2 		$311K Hold
3,474
– – 0.15% 105
2024
Q1 		$279K Hold
3,474
– – 0.14% 109
2023
Q4 		$243K Hold
3,474
– – 0.14% 115
2023
Q3 		$207K Buy
+3,474
New +$212K 0.14% 121

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

Lokken Investment Group's IRM Position: Q3 2025 in Review

Lokken Investment Group held its Iron Mountain (IRM) position steady in Q3 2025 at 3,479 shares worth $355K. The position accounts for 0.12% of the portfolio, ranked #103.

Lokken Investment Group first reported a position in IRM in Q3 2023 and has held it in 9 quarters since. The position peaked at $413K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Lokken Investment Group held 3,479 shares of Iron Mountain worth $355K as of Q3 2025.
  • Lokken Investment Group left its Iron Mountain share count unchanged in Q3 2025.
  • Iron Mountain made up 0.12% of Lokken Investment Group's portfolio in Q3 2025, its #103 holding.
  • Lokken Investment Group first reported a position in Iron Mountain in Q3 2023 and has held it in 9 quarters since.
  • Lokken Investment Group's Iron Mountain position peaked at $413K in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.