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Susquehanna Fundamental Investments’s Iron Mountain IRM Stock Holding History

Susquehanna Fundamental Investments’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
Q4 		– Sell
-6,739
Closed -$687K – 635
2025
Q3 		$687K Hold
6,739
– – 0.03% 389
2025
Q2 		$691K Sell
6,739
-21,470
-76% -$2.02M 0.02% 504
2025
Q1 		$2.43M Buy
28,209
+21,478
+319% +$2.07M 0.03% 477
2024
Q4 		$707K Buy
+6,731
New +$791K 0.01% 786
2024
Q2 		$1.71M Sell
19,131
-40,955
-68% -$3.31M 0.04% 442
2024
Q1 		$4.82M Buy
+60,086
New +$4.35M 0.22% 116
2023
Q4 		– Sell
-62,814
Closed -$3.73M – 196
2023
Q3 		$3.73M Sell
62,814
-75,795
-55% -$4.63M 0.24% 103
2023
Q2 		$7.88M Hold
138,609
– – 0.29% 103
2023
Q1 		$7.33M Sell
138,609
-5,650
-4% -$296K 0.17% 152
2022
Q4 		$7.19M Sell
144,259
-42,859
-23% -$2.16M 0.12% 221
2022
Q3 		$8.23M Buy
+187,118
New +$9.45M 0.14% 211
2022
Q1 		$313K Sell
5,650
-322,340
-98% -$15.4M 0.01% 1249
2021
Q4 		$17.2M Sell
327,990
-57,726
-15% -$2.73M 0.45% 38
2021
Q3 		$16.8M Sell
385,716
-45,761
-11% -$2.06M 0.31% 66
2021
Q2 		$18.3M Hold
431,477
– – 0.33% 49
2021
Q1 		$16M Buy
431,477
+232,250
+117% +$7.76M 0.27% 76
2020
Q4 		$5.87M Buy
199,227
+109,210
+121% +$3.03M 0.11% 264
2020
Q3 		$2.41M Buy
+90,017
New +$2.56M 0.07% 380

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Susquehanna Fundamental Investments's IRM Position: Q4 2025 in Review

Susquehanna Fundamental Investments sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 6,739 shares — an estimated $687K sold.

Susquehanna Fundamental Investments first reported a position in IRM in Q3 2020 and held it in 18 quarters. The position peaked at $18.3M in Q2 2021. 1,012 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • Susquehanna Fundamental Investments reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 6,739 Iron Mountain shares in Q4 2025, an estimated $687K.
  • Susquehanna Fundamental Investments first reported a position in Iron Mountain in Q3 2020 and held it in 18 quarters.
  • Susquehanna Fundamental Investments's Iron Mountain position peaked at $18.3M in Q2 2021.
  • 1,012 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2025, filed 17 Feb 2026.