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Madden Securities’s Iron Mountain IRM Stock Holding History

Madden Securities’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 		– Sell
-7,300
Closed -$767K – 120
2024
Q4 		$767K Sell
7,300
-75
-1% -$8.81K 0.31% 66
2024
Q3 		$876K Hold
7,375
– – 0.38% 57
2024
Q2 		$661K Sell
7,375
-575
-7% -$46.5K 0.29% 65
2024
Q1 		$638K Sell
7,950
-725
-8% -$52.5K 0.29% 65
2023
Q4 		$607K Sell
8,675
-50
-0.6% -$3.14K 0.32% 56
2023
Q3 		$519K Hold
8,725
– – 0.29% 57
2023
Q2 		$496K Sell
8,725
-1,750
-17% -$95.8K 0.25% 61
2023
Q1 		$554K Sell
10,475
-35,459
-77% -$1.86M 0.29% 58
2022
Q4 		$2.29M Sell
45,934
-1,821
-4% -$91.9K 1.21% 26
2022
Q3 		$2.1M Sell
47,755
-1,072
-2% -$54.1K 1.27% 29
2022
Q2 		$2.38M Sell
48,827
-8,372
-15% -$441K 1.3% 31
2022
Q1 		$3.17M Buy
57,199
+455
+0.8% +$21.7K 1.43% 24
2021
Q4 		$2.97M Sell
56,744
-546
-1% -$25.8K 1.39% 26
2021
Q3 		$2.49M Sell
57,290
-1,867
-3% -$84K 1.35% 29
2021
Q2 		$2.5M Sell
59,157
-791
-1% -$33.2K 1.31% 23
2021
Q1 		$2.22M Buy
59,948
+12
+0% +$401 1.3% 24
2020
Q4 		$1.77M Buy
59,936
+20,827
+53% +$578K 1.14% 31
2020
Q3 		$1.05M Buy
39,109
+787
+2% +$22.4K 0.78% 36
2020
Q2 		$1M Buy
+38,322
New +$968K 0.89% 33
2019
Q4 		$379K Buy
+11,840
New +$388K 0.38% 74

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
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

Madden Securities's IRM Position: Q1 2025 in Review

Madden Securities sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 7,300 shares — an estimated $767K sold.

Madden Securities first reported a position in IRM in Q4 2019 and held it in 20 quarters. The position peaked at $3.17M in Q1 2022. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Madden Securities reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
  • Madden Securities sold 7,300 Iron Mountain shares in Q1 2025, an estimated $767K.
  • Madden Securities first reported a position in Iron Mountain in Q4 2019 and held it in 20 quarters.
  • Madden Securities's Iron Mountain position peaked at $3.17M in Q1 2022.
  • 994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Madden Securities's 13F filing for Q1 2025, filed 15 Apr 2025.