Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Iron Mountain IRM Stock Holding History

Luther King Capital Management (LKCM)’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
2026
Q2 		$1.93M Sell
15,262
-40
-0.3% -$4.9K 0.01% 358
2026
Q1 		$1.56M Sell
15,302
-627
-4% -$62.4K 0.01% 371
2025
Q4 		$1.32M Sell
15,929
-281
-2% -$26.3K 0.01% 389
2025
Q3 		$1.65M Sell
16,210
-436
-3% -$42K 0.01% 364
2025
Q2 		$1.71M Sell
16,646
-395
-2% -$37.2K 0.01% 351
2025
Q1 		$1.47M Hold
17,041
– – 0.01% 359
2024
Q4 		$1.79M Sell
17,041
-170
-1% -$20K 0.01% 336
2024
Q3 		$2.05M Sell
17,211
-304
-2% -$32.5K 0.01% 316
2024
Q2 		$1.57M Buy
17,515
+567
+3% +$45.9K 0.01% 339
2024
Q1 		$1.36M Sell
16,948
-316
-2% -$22.9K 0.01% 364
2023
Q4 		$1.21M Sell
17,264
-1,737
-9% -$109K 0.01% 374
2023
Q3 		$1.13M Sell
19,001
-502
-3% -$30.7K 0.01% 380
2023
Q2 		$1.11M Sell
19,503
-1,003
-5% -$54.9K 0.01% 400
2023
Q1 		$1.08M Sell
20,506
-163
-0.8% -$8.54K 0.01% 381
2022
Q4 		$1.03M Buy
20,669
+203
+1% +$10.2K 0.01% 381
2022
Q3 		$900K Sell
20,466
-33
-0.2% -$1.67K 0.01% 385
2022
Q2 		$998K Buy
20,499
+5,949
+41% +$313K 0.01% 388
2022
Q1 		$806K Buy
14,550
+1,418
+11% +$67.5K ﹤0.01% 418
2021
Q4 		$687K Buy
13,132
+607
+5% +$28.7K ﹤0.01% 457
2021
Q3 		$544K Sell
12,525
-664
-5% -$29.9K ﹤0.01% 472
2021
Q2 		$558K Buy
+13,189
New +$553K ﹤0.01% 491
2015
Q2 		– Sell
-7,769
Closed -$283K – 556
2015
Q1 		$283K Buy
7,769
+240
+3% +$9.27K ﹤0.01% 487
2014
Q4 		$291K Buy
7,529
+505
+7% +$18.4K ﹤0.01% 492
2014
Q3 		$229K Sell
7,024
-576
-8% -$18.7K ﹤0.01% 525
2014
Q2 		$249K Sell
7,600
-8,547
-53% -$232K ﹤0.01% 506
2014
Q1 		$411K Sell
16,147
-2,431
-13% -$62.2K ﹤0.01% 453
2013
Q4 		$521K Buy
+18,578
New +$476K ﹤0.01% 439

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IRM Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Iron Mountain (IRM) stake by 0.26% in Q2 2026, selling an estimated $4.9K and leaving 15,262 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #358.

Luther King Capital Management (LKCM) first reported a position in IRM in Q4 2013 and has held it in 27 quarters since. The position peaked at $2.05M in Q3 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Luther King Capital Management (LKCM) held 15,262 shares of Iron Mountain worth $1.93M as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 40 Iron Mountain shares in Q2 2026, an estimated $4.9K.
  • Iron Mountain made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #358 holding.
  • Luther King Capital Management (LKCM) first reported a position in Iron Mountain in Q4 2013 and has held it in 27 quarters since.
  • Luther King Capital Management (LKCM)'s Iron Mountain position peaked at $2.05M in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.