Tradewinds LLC’s Iron Mountain IRM Stock Holding History

Tradewinds LLC’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 Q2	–	Sell	-4,415	Closed	-$380K	–	165
2025 Q1	$380K	Hold	4,415	–	–	0.11%	133
2024 Q4	$464K	Buy	+4,415	New	+$519K	0.13%	123
2024 Q3	–	Sell	-4,415	Closed	-$396K	–	183
2024 Q2	$396K	Hold	4,415	–	–	0.12%	128
2024 Q1	$354K	Buy	+4,415	New	+$320K	0.17%	53
2023 Q3	$262K	Buy	+4,415	New	+$270K	0.15%	100
2022 Q3	–	Sell	-4,398	Closed	-$214K	–	111
2022 Q2	$214K	Buy	+4,398	New	+$231K	0.15%	110
2021 Q4	$309K	Buy	+4,415	New	+$209K	0.36%	40

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Tradewinds LLC's IRM Position: Q2 2025 in Review

Tradewinds LLC sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 4,415 shares — an estimated $380K sold.

Tradewinds LLC first reported a position in IRM in Q4 2021 and held it in 7 quarters. The position peaked at $464K in Q4 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

Tradewinds LLC reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
Tradewinds LLC sold 4,415 Iron Mountain shares in Q2 2025, an estimated $380K.
Tradewinds LLC first reported a position in Iron Mountain in Q4 2021 and held it in 7 quarters.
Tradewinds LLC's Iron Mountain position peaked at $464K in Q4 2024.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Tradewinds LLC's 13F filing for Q2 2025, filed 6 Aug 2025.