Wellington Management Group’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153M | Buy |
1,493,923
+426,559
| +40% | +$43.8M | 0.03% | 424 |
|
|
2025
Q1 | $91.8M | Sell |
1,067,364
-480,344
| -31% | -$41.3M | 0.02% | 524 |
|
|
2024
Q4 | $163M | Sell |
1,547,708
-845,920
| -35% | -$88.9M | 0.03% | 420 |
|
|
2024
Q3 | $284M | Sell |
2,393,628
-985,949
| -29% | -$117M | 0.05% | 315 |
|
|
2024
Q2 | $303M | Buy |
3,379,577
+731,123
| +28% | +$65.5M | 0.05% | 297 |
|
|
2024
Q1 | $212M | Sell |
2,648,454
-280,176
| -10% | -$22.5M | 0.04% | 381 |
|
|
2023
Q4 | $205M | Sell |
2,928,630
-83,630
| -3% | -$5.85M | 0.04% | 387 |
|
|
2023
Q3 | $179M | Buy |
3,012,260
+2,286,711
| +315% | +$136M | 0.04% | 396 |
|
|
2023
Q2 | $41.2M | Buy |
725,549
+56,745
| +8% | +$3.22M | 0.01% | 761 |
|
|
2023
Q1 | $35.4M | Sell |
668,804
-163,818
| -20% | -$8.67M | 0.01% | 785 |
|
|
2022
Q4 | $41.5M | Buy |
832,622
+169,906
| +26% | +$8.47M | 0.01% | 732 |
|
|
2022
Q3 | $29.1M | Buy |
662,716
+640,434
| +2,874% | +$28.2M | 0.01% | 799 |
|
|
2022
Q2 | $1.09M | Buy |
22,282
+16,134
| +262% | +$786K | ﹤0.01% | 1667 |
|
|
2022
Q1 | $341K | Buy |
6,148
+462
| +8% | +$25.6K | ﹤0.01% | 1989 |
|
|
2021
Q4 | $298K | Buy |
5,686
+83
| +1% | +$4.35K | ﹤0.01% | 2083 |
|
|
2021
Q3 | $243K | Sell |
5,603
-12,361
| -69% | -$536K | ﹤0.01% | 2082 |
|
|
2021
Q2 | $759K | Sell |
17,964
-7,084
| -28% | -$299K | ﹤0.01% | 1824 |
|
|
2021
Q1 | $927K | Sell |
25,048
-12,372
| -33% | -$458K | ﹤0.01% | 1734 |
|
|
2020
Q4 | $1.1M | Buy |
37,420
+25,646
| +218% | +$756K | ﹤0.01% | 1600 |
|
|
2020
Q3 | $316K | Sell |
11,774
-21
| -0.2% | -$564 | ﹤0.01% | 1803 |
|
|
2020
Q2 | $308K | Buy |
11,795
+95
| +0.8% | +$2.48K | ﹤0.01% | 1741 |
|
|
2020
Q1 | $279K | Sell |
11,700
-23,238
| -67% | -$554K | ﹤0.01% | 1815 |
|
|
2019
Q4 | $1.11M | Buy |
34,938
+24,572
| +237% | +$783K | ﹤0.01% | 1681 |
|
|
2019
Q3 | $336K | Buy |
10,366
+1,683
| +19% | +$54.6K | ﹤0.01% | 1931 |
|
|
2019
Q2 | $272K | Buy |
8,683
+1,624
| +23% | +$50.9K | ﹤0.01% | 1986 |
|
|
2019
Q1 | $250K | Hold |
7,059
| – | – | ﹤0.01% | 1981 |
|
|
2018
Q4 | $229K | Buy |
7,059
+611
| +9% | +$19.8K | ﹤0.01% | 1995 |
|
|
2018
Q3 | $223K | Buy |
+6,448
| New | +$223K | ﹤0.01% | 2168 |
|
|
2016
Q1 | – | Sell |
-181,715
| Closed | -$4.91M | – | 2148 |
|
|
2015
Q4 | $4.91M | Buy |
181,715
+51,290
| +39% | +$1.39M | ﹤0.01% | 1364 |
|
|
2015
Q3 | $4.05M | Buy |
+130,425
| New | +$4.05M | ﹤0.01% | 1411 |
|
|
2014
Q1 | – | Sell |
-323,990
| Closed | -$9.83M | – | 2188 |
|
|
2013
Q4 | $9.83M | Buy |
323,990
+17,815
| +6% | +$541K | ﹤0.01% | 1246 |
|
|
2013
Q3 | $8.27M | Buy |
306,175
+18,000
| +6% | +$486K | ﹤0.01% | 1272 |
|
|
2013
Q2 | $7.67M | Buy |
+288,175
| New | +$7.67M | ﹤0.01% | 1281 |
|