Marshall Wace’s Iron Mountain IRM Stock Holding History

Marshall Wace’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	-18,374	Closed	-$1.93M	–	2851
2024 Q4	$1.93M	Buy	+18,374	New	+$2.16M	﹤0.01%	1450
2023 Q4	–	Sell	-97,787	Closed	-$5.81M	–	2379
2023 Q3	$5.81M	Buy	97,787 +91,187	+1,382%	+$5.57M	0.01%	818
2023 Q2	$375K	Sell	6,600 -2,657	-29%	-$145K	﹤0.01%	2079
2023 Q1	$490K	Sell	9,257 -525,999	-98%	-$27.6M	﹤0.01%	2106
2022 Q4	$26.7M	Buy	535,256 +260,985	+95%	+$13.2M	0.06%	362
2022 Q3	$12.1M	Buy	+274,271	New	+$13.9M	0.03%	754
2021 Q4	–	Sell	-19,503	Closed	-$847K	–	4069
2021 Q3	$847K	Buy	+19,503	New	+$878K	﹤0.01%	2117
2021 Q2	–	Sell	-5,716	Closed	-$212K	–	2842
2021 Q1	$212K	Buy	+5,716	New	+$191K	﹤0.01%	2241
2020 Q4	–	Sell	-74,995	Closed	-$2.01M	–	2019
2020 Q3	$2.01M	Buy	74,995 +26,927	+56%	+$766K	0.01%	806
2020 Q2	$1.25M	Buy	48,068 +47,306	+6,208%	+$1.19M	0.01%	937
2020 Q1	$18K	Buy	+762	New	+$23.1K	﹤0.01%	1520
2019 Q2	–	Sell	-100,878	Closed	-$3.58M	–	1574
2019 Q1	$3.58M	Buy	+100,878	New	+$3.56M	0.03%	566
2016 Q1	–	Sell	-107,831	Closed	-$2.91M	–	1102
2015 Q4	$2.91M	Buy	+107,831	New	+$3.16M	0.03%	486
2015 Q2	–	Sell	-29,618	Closed	-$1.08M	–	964
2015 Q1	$1.08M	Buy	+29,618	New	+$1.14M	0.01%	560
2014 Q2	–	Sell	-5,718	Closed	-$146K	–	993
2014 Q1	$146K	Buy	+5,718	New	+$146K	﹤0.01%	748

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall Wace's IRM Position: Q1 2025 in Review

Marshall Wace sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 18,374 shares — an estimated $1.93M sold.

Marshall Wace first reported a position in IRM in Q1 2014 and held it in 15 quarters. The position peaked at $26.7M in Q4 2022. 996 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Marshall Wace reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Marshall Wace sold 18,374 Iron Mountain shares in Q1 2025, an estimated $1.93M.
Marshall Wace first reported a position in Iron Mountain in Q1 2014 and held it in 15 quarters.
Marshall Wace's Iron Mountain position peaked at $26.7M in Q4 2022.
996 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.