Affinity Investment Advisors’s Iron Mountain IRM Stock Holding History

Affinity Investment Advisors’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	-2,013	Closed	-$205K	–	149
2025 Q3	$205K	Hold	2,013	–	–	0.14%	139
2025 Q2	$206K	Buy	+2,013	New	+$190K	0.16%	132
2025 Q1	–	Sell	-2,013	Closed	-$212K	–	142
2024 Q4	$212K	Hold	2,013	–	–	0.18%	123
2024 Q3	$239K	Buy	+2,013	New	+$215K	0.16%	122

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Affinity Investment Advisors's IRM Position: Q4 2025 in Review

Affinity Investment Advisors sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 2,013 shares — an estimated $205K sold.

Affinity Investment Advisors first reported a position in IRM in Q3 2024 and held it in 4 quarters. The position peaked at $239K in Q3 2024. 1,012 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Affinity Investment Advisors reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Affinity Investment Advisors sold 2,013 Iron Mountain shares in Q4 2025, an estimated $205K.
Affinity Investment Advisors first reported a position in Iron Mountain in Q3 2024 and held it in 4 quarters.
Affinity Investment Advisors's Iron Mountain position peaked at $239K in Q3 2024.
1,012 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Affinity Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.