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Weiss Asset Management’s Iron Mountain IRM Stock Holding History

Weiss Asset Management’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
-108,426
Closed -$11.1M – 700
2025
Q2 		$11.1M Buy
+108,426
New +$10.2M 0.13% 104
2024
Q4 		– Sell
-56,039
Closed -$6.66M – 744
2024
Q3 		$6.66M Buy
+56,039
New +$5.99M 0.15% 157
2023
Q3 		– Sell
-4,702
Closed -$267K – 216
2023
Q2 		$267K Buy
+4,702
New +$257K 0.02% 143
2021
Q2 		– Sell
-16,039
Closed -$594K – 529
2021
Q1 		$594K Buy
+16,039
New +$536K 0.02% 397

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Weiss Asset Management's IRM Position: Q3 2025 in Review

Weiss Asset Management sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 108,426 shares — an estimated $11.1M sold.

Weiss Asset Management first reported a position in IRM in Q1 2021 and held it in 4 quarters. The position peaked at $11.1M in Q2 2025. 1,017 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Weiss Asset Management reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Weiss Asset Management sold 108,426 Iron Mountain shares in Q3 2025, an estimated $11.1M.
  • Weiss Asset Management first reported a position in Iron Mountain in Q1 2021 and held it in 4 quarters.
  • Weiss Asset Management's Iron Mountain position peaked at $11.1M in Q2 2025.
  • 1,017 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Weiss Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.