LPL Financial LLC

CIK

1403438

City

FORT MILL

State / Country

Stock

IRM — Iron Mountain Inc

Top Portfolio Positions

3,278 positions · $113,265,928,518 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	10,181,667	$6,621,545,316	5.85%
QQQ	Invesco Qqq Trust, Series 1	10,614,231	$6,126,321,848	5.41%
AAPL	Apple Inc. Technology	23,746,504	$6,026,625,250	5.32%
NVDA	Nvidia Corp Technology	33,530,760	$5,847,764,544	5.16%
MSFT	Microsoft Corp Technology	10,358,397	$3,834,367,817	3.39%
AMZN	Amazon Com Inc Consumer Cyclical	16,810,256	$3,501,072,017	3.09%
GOOGL	Alphabet Inc. Communication Services	8,894,179	$2,557,610,113	2.26%
AVGO	Broadcom Inc. Technology	6,655,594	$2,059,972,898	1.82%
GLD	Spdr Gold Trust	4,735,901	$2,037,810,841	1.80%
META	Meta Platforms, Inc. Communication Services	3,112,517	$1,780,764,351	1.57%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$63,453,249	621,238	-2.1%	Shares	Sole	2026-05-06
2025-12-31	$52,656,577	634,799	-10.5%	Shares	Sole	2026-02-11
2025-09-30	$72,316,236	709,400	+5.3%	Shares	Sole	2025-11-12
2025-06-30	$69,090,741	673,596	+6.8%	Shares	Sole	2025-08-12
2025-03-31	$54,274,806	630,809	+10.9%	Shares	Sole	2025-05-07
2024-12-31	$59,790,246	568,835	-3.7%	Shares	Sole	2025-02-11
2024-09-30	$70,184,562	590,630	+17.8%	Shares	Sole	2024-11-08
2024-06-30	$44,944,340	501,499	+9.5%	Shares	Sole	2024-08-07
2024-03-31	$36,736,260	458,001	-11.7%	Shares	Sole	2024-05-10
2023-12-31	$36,280,081	518,435	+9.5%	Shares	Sole	2024-02-14
2023-09-30	$28,155,757	473,604	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$26,777,334	471,266	+9.4%	Shares	Sole	2023-07-31
2023-03-31	$22,785,003	430,637	-0.4%	Shares	Sole	2023-05-10
2022-12-31	$21,543,774	432,172	+6.0%	Shares	Sole	2023-02-07
2022-09-30	$17,934,351	407,877	+1.2%	Shares	Sole	2022-11-14
2022-06-30	$19,623,968	403,039	+3.7%	Shares	Sole	2022-08-12
2022-03-31	$21,542,576	388,785	-2.9%	Shares	Sole	2022-05-16
2021-12-31	$20,948,797	400,321	-1.9%	Shares	Sole	2022-02-14
2021-09-30	$17,738,897	408,260	+2.4%	Shares	Sole	2021-11-15
2021-06-30	$16,873,491	398,712	+5.5%	Shares	Sole	2021-08-13
2021-03-31	$13,990,372	378,016	-5.2%	Shares	Sole	2021-05-14
2020-12-31	$11,751,347	398,621	+30.8%	Shares	Sole	2021-02-12
2020-09-30	$8,166,824	304,846	-2.3%	Shares	Sole	2020-11-09
2020-06-30	$8,141,660	311,941	+3.8%	Shares	Sole	2020-08-13
2020-03-31	$7,150,948	300,460	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.