LPL Financial’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $80.9M | Buy |
640,383
+19,145
| +3% | +$2.35M | 0.02% | 782 |
|
|
2026
Q1 | $63.5M | Sell |
621,238
-13,561
| -2% | -$1.35M | 0.02% | 804 |
|
|
2025
Q4 | $52.7M | Sell |
634,799
-74,601
| -11% | -$6.98M | 0.01% | 850 |
|
|
2025
Q3 | $72.3M | Buy |
709,400
+35,804
| +5% | +$3.45M | 0.02% | 670 |
|
|
2025
Q2 | $69.1M | Buy |
673,596
+42,787
| +7% | +$4.03M | 0.02% | 627 |
|
|
2025
Q1 | $54.3M | Buy |
630,809
+61,974
| +11% | +$5.97M | 0.02% | 652 |
|
|
2024
Q4 | $59.8M | Sell |
568,835
-21,795
| -4% | -$2.56M | 0.02% | 575 |
|
|
2024
Q3 | $70.2M | Buy |
590,630
+89,131
| +18% | +$9.53M | 0.03% | 488 |
|
|
2024
Q2 | $44.9M | Buy |
501,499
+43,498
| +9% | +$3.52M | 0.02% | 603 |
|
|
2024
Q1 | $36.7M | Sell |
458,001
-60,434
| -12% | -$4.37M | 0.02% | 662 |
|
|
2023
Q4 | $36.3M | Buy |
518,435
+44,831
| +9% | +$2.81M | 0.02% | 615 |
|
|
2023
Q3 | $28.2M | Buy |
473,604
+2,338
| +0.5% | +$143K | 0.02% | 667 |
|
|
2023
Q2 | $26.8M | Buy |
471,266
+40,629
| +9% | +$2.22M | 0.02% | 669 |
|
|
2023
Q1 | $22.8M | Sell |
430,637
-1,535
| -0.4% | -$80.4K | 0.02% | 708 |
|
|
2022
Q4 | $21.5M | Buy |
432,172
+24,295
| +6% | +$1.23M | 0.02% | 679 |
|
|
2022
Q3 | $17.9M | Buy |
407,877
+4,838
| +1% | +$244K | 0.02% | 698 |
|
|
2022
Q2 | $19.6M | Buy |
403,039
+14,254
| +4% | +$750K | 0.02% | 655 |
|
|
2022
Q1 | $21.5M | Sell |
388,785
-11,536
| -3% | -$549K | 0.02% | 641 |
|
|
2021
Q4 | $20.9M | Sell |
400,321
-7,939
| -2% | -$375K | 0.02% | 654 |
|
|
2021
Q3 | $17.7M | Buy |
408,260
+9,548
| +2% | +$430K | 0.02% | 676 |
|
|
2021
Q2 | $16.9M | Buy |
398,712
+20,696
| +5% | +$868K | 0.02% | 656 |
|
|
2021
Q1 | $14M | Sell |
378,016
-20,605
| -5% | -$689K | 0.02% | 682 |
|
|
2020
Q4 | $11.8M | Buy |
398,621
+93,775
| +31% | +$2.6M | 0.02% | 678 |
|
|
2020
Q3 | $8.17M | Sell |
304,846
-7,095
| -2% | -$202K | 0.01% | 722 |
|
|
2020
Q2 | $8.14M | Buy |
311,941
+11,481
| +4% | +$290K | 0.01% | 665 |
|
|
2020
Q1 | $7.15M | Buy |
300,460
+24,525
| +9% | +$742K | 0.02% | 620 |
|
|
2019
Q4 | $8.79M | Buy |
275,935
+49,678
| +22% | +$1.63M | 0.02% | 626 |
|
|
2019
Q3 | $7.33M | Buy |
226,257
+37,604
| +20% | +$1.18M | 0.01% | 642 |
|
|
2019
Q2 | $5.91M | Buy |
188,653
+91,644
| +94% | +$3M | 0.01% | 715 |
|
|
2019
Q1 | $3.44M | Buy |
97,009
+18,926
| +24% | +$669K | 0.01% | 916 |
|
|
2018
Q4 | $2.53M | Buy |
78,083
+7,536
| +11% | +$247K | 0.01% | 961 |
|
|
2018
Q3 | $2.44M | Buy |
70,547
+2,884
| +4% | +$103K | 0.01% | 1049 |
|
|
2018
Q2 | $2.37M | Buy |
67,663
+2,985
| +5% | +$101K | 0.01% | 1028 |
|
|
2018
Q1 | $2.13M | Buy |
64,678
+12,187
| +23% | +$411K | 0.01% | 1081 |
|
|
2017
Q4 | $1.98M | Sell |
52,491
-6,936
| -12% | -$275K | 0.01% | 1061 |
|
|
2017
Q3 | $2.31M | Sell |
59,427
-3,390
| -5% | -$127K | 0.01% | 909 |
|
|
2017
Q2 | $2.16M | Buy |
62,817
+5,727
| +10% | +$200K | 0.01% | 890 |
|
|
2017
Q1 | $2.02M | Buy |
57,090
+11,790
| +26% | +$417K | 0.01% | 836 |
|
|
2016
Q4 | $1.5M | Buy |
45,300
+5,647
| +14% | +$188K | 0.01% | 950 |
|
|
2016
Q3 | $1.41M | Buy |
39,653
+16,240
| +69% | +$626K | 0.01% | 964 |
|
|
2016
Q2 | $936K | Sell |
23,413
-10,972
| -32% | -$399K | 0.01% | 1219 |
|
|
2016
Q1 | $1.12M | Sell |
34,385
-439
| -1% | -$12.6K | ﹤0.01% | 1586 |
|
|
2015
Q4 | $952K | Buy |
34,824
+17,245
| +98% | +$506K | ﹤0.01% | 1720 |
|
|
2015
Q3 | $557K | Buy |
17,579
+277
| +2% | +$8.27K | ﹤0.01% | 1694 |
|
|
2015
Q2 | $540K | Buy |
17,302
+2,222
| +15% | +$77.8K | ﹤0.01% | 1841 |
|
|
2015
Q1 | $547K | Sell |
15,080
-948
| -6% | -$36.6K | ﹤0.01% | 1793 |
|
|
2014
Q4 | $620K | Sell |
16,028
-8,021
| -33% | -$292K | ﹤0.01% | 1617 |
|
|
2014
Q3 | $774K | Buy |
24,049
+7,544
| +46% | +$245K | ﹤0.01% | 1455 |
|
|
2014
Q2 | $541K | Sell |
16,505
-2,187
| -12% | -$59.3K | ﹤0.01% | 1742 |
|
|
2014
Q1 | $476K | Sell |
18,692
-306
| -2% | -$7.83K | ﹤0.01% | 1779 |
|
|
2013
Q4 | $533K | Sell |
18,998
-242
| -1% | -$6.2K | ﹤0.01% | 1687 |
|
|
2013
Q3 | $453K | Buy |
19,240
+4,139
| +27% | +$105K | ﹤0.01% | 1725 |
|
|
2013
Q2 | $371K | Buy |
+15,101
| New | +$487K | ﹤0.01% | 1761 |
|
Other funds holding IRM
LPL Financial's IRM Position: Q2 2026 in Review
LPL Financial increased its Iron Mountain (IRM) stake by 3.1% in Q2 2026, buying an estimated $2.35M and bringing the position to 640,383 shares worth $80.9M. The position accounts for 0.02% of the portfolio, ranked #782.
LPL Financial first reported a position in IRM in Q2 2013 and has held it in 53 quarters since. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.
- LPL Financial held 640,383 shares of Iron Mountain worth $80.9M as of Q2 2026.
- LPL Financial bought 19,145 Iron Mountain shares in Q2 2026, an estimated $2.35M.
- Iron Mountain made up 0.02% of LPL Financial's portfolio in Q2 2026, its #782 holding.
- LPL Financial first reported a position in Iron Mountain in Q2 2013 and has held it in 53 quarters since.
- 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.