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Sandy Spring Bank’s Iron Mountain IRM Stock Holding History

Sandy Spring Bank’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 		$77.5K Sell
900
-23
-2% -$2.22K ﹤0.01% 495
2024
Q4 		$97K Buy
923
+6
+0.7% +$705 ﹤0.01% 458
2024
Q3 		$109K Sell
917
-14
-2% -$1.5K ﹤0.01% 448
2024
Q2 		$83.5K Buy
931
+7
+0.8% +$567 ﹤0.01% 487
2024
Q1 		$74.1K Buy
924
+1
+0.1% +$72 ﹤0.01% 511
2023
Q4 		$64.6K Buy
923
+775
+524% +$48.6K ﹤0.01% 516
2023
Q3 		$8.77K Buy
148
+101
+215% +$6.17K ﹤0.01% 835
2023
Q2 		$2.67K Buy
47
+1
+2% +$55 ﹤0.01% 1037
2023
Q1 		$2.46K Hold
46
– – ﹤0.01% 1012
2022
Q4 		$2.29K Buy
46
+1
+2% +$50 ﹤0.01% 1010
2022
Q3 		$2K Hold
45
– – ﹤0.01% 1040
2022
Q2 		$2K Buy
45
+1
+2% +$53 ﹤0.01% 1050
2022
Q1 		$2K Hold
44
– – ﹤0.01% 1058
2021
Q4 		$2K Buy
44
+1
+2% +$47 ﹤0.01% 1135
2021
Q3 		$2K Buy
43
+1
+2% +$45 ﹤0.01% 1065
2021
Q2 		$2K Hold
42
– – ﹤0.01% 1075
2021
Q1 		$2K Buy
42
+1
+2% +$33 ﹤0.01% 944
2020
Q4 		$1K Buy
41
+1
+3% +$28 ﹤0.01% 927
2020
Q3 		$1K Sell
40
-68
-63% -$1.94K ﹤0.01% 855
2020
Q2 		$3K Buy
+108
New +$2.73K ﹤0.01% 799
2014
Q1 		– Sell
-294
Closed -$8K – 753
2013
Q4 		$8K Buy
+294
New +$7.53K ﹤0.01% 582

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

Sandy Spring Bank's IRM Position: Q1 2025 in Review

Sandy Spring Bank reduced its Iron Mountain (IRM) stake by 2.5% in Q1 2025, selling an estimated $2.22K and leaving 900 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Sandy Spring Bank first reported a position in IRM in Q4 2013 and has held it in 21 quarters since. The position peaked at $109K in Q3 2024. 995 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Sandy Spring Bank held 900 shares of Iron Mountain worth $77.5K as of Q1 2025.
  • Sandy Spring Bank sold 23 Iron Mountain shares in Q1 2025, an estimated $2.22K.
  • Iron Mountain made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #495 holding.
  • Sandy Spring Bank first reported a position in Iron Mountain in Q4 2013 and has held it in 21 quarters since.
  • Sandy Spring Bank's Iron Mountain position peaked at $109K in Q3 2024.
  • 995 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.