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	-266,900	Closed	-$28.1M	–	2852
2024 Q4	$28.1M	Buy	+266,900	New	+$31.4M	0.03%	442

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.