Oliver Luxxe Assets’s Iron Mountain IRM Stock Holding History

Oliver Luxxe Assets’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 Q3	–	Sell	-2,000	Closed	-$205K	–	191
2025 Q2	$205K	Sell	2,000 -49,469	-96%	-$4.66M	0.04%	179
2025 Q1	$4.43M	Sell	51,469 -51,469	-50%	-$4.96M	0.82%	47
2024 Q4	$11.5M	Buy	102,938 +51,469	+100%	+$6.05M	1.02%	30
2024 Q3	$6.12M	Sell	51,469 -14,830	-22%	-$1.59M	1.09%	27
2024 Q2	$5.94M	Sell	66,299 -934	-1%	-$75.6K	1.26%	19
2024 Q1	$5.39M	Hold	67,233	–	–	1.13%	25
2023 Q4	$4.7M	Hold	67,233	–	–	1.11%	28
2023 Q3	$4M	Hold	67,233	–	–	1.03%	36
2023 Q2	$3.82M	Hold	67,233	–	–	0.95%	37
2023 Q1	$3.56M	Hold	67,233	–	–	0.94%	44
2022 Q4	$3.35M	Hold	67,233	–	–	0.93%	42
2022 Q3	$2.96M	Sell	67,233 -21	-0%	-$1.06K	0.92%	40
2022 Q2	$3.27M	Buy	67,254 +21	+0%	+$1.1K	0.97%	38
2022 Q1	$3.73M	Sell	67,233 -1,090	-2%	-$51.9K	0.94%	34
2021 Q4	$3.58M	Hold	68,323	–	–	0.91%	34
2021 Q3	$2.97M	Sell	68,323 -59,361	-46%	-$2.67M	0.82%	40
2021 Q2	$5.4M	Hold	127,684	–	–	1.48%	7
2021 Q1	$4.73M	Hold	127,684	–	–	1.42%	9
2020 Q4	$3.58M	Hold	127,684	–	–	1.12%	23
2020 Q3	$3.42M	Buy	+127,684	New	+$3.63M	1.27%	22

Other funds holding IRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oliver Luxxe Assets's IRM Position: Q3 2025 in Review

Oliver Luxxe Assets sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 2,000 shares — an estimated $205K sold.

Oliver Luxxe Assets first reported a position in IRM in Q3 2020 and held it in 20 quarters. The position peaked at $11.5M in Q4 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

Oliver Luxxe Assets reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
Oliver Luxxe Assets sold 2,000 Iron Mountain shares in Q3 2025, an estimated $205K.
Oliver Luxxe Assets first reported a position in Iron Mountain in Q3 2020 and held it in 20 quarters.
Oliver Luxxe Assets's Iron Mountain position peaked at $11.5M in Q4 2024.
1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Oliver Luxxe Assets's 13F filing for Q3 2025, filed 24 Oct 2025.