Alethea Capital Management’s Iron Mountain IRM Stock Holding History

Alethea Capital 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 Q1	–	Sell	-2,884	Closed	-$303K	–	24
2024 Q4	$303K	Buy	+2,884	New	+$339K	0.26%	24
2021 Q3	–	Sell	-24,456	Closed	-$1.03M	–	98
2021 Q2	$1.03M	Buy	+24,456	New	+$1.03M	0.65%	10
2020 Q3	–	Sell	-18,641	Closed	-$487K	–	87
2020 Q2	$487K	Sell	18,641 -937	-5%	-$23.7K	0.28%	42
2020 Q1	$466K	Buy	+19,578	New	+$593K	0.3%	37
2019 Q3	–	Sell	-27,743	Closed	-$868K	–	94
2019 Q2	$868K	Buy	+27,743	New	+$909K	0.57%	24
2016 Q4	–	Sell	-51,483	Closed	-$1.93M	–	82
2016 Q3	$1.93M	Buy	+51,483	New	+$1.99M	2.68%	15
2015 Q3	–	Sell	-9,730	Closed	-$302K	–	71
2015 Q2	$302K	Buy	+9,730	New	+$341K	0.46%	58

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

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Alethea Capital Management's IRM Position: Q1 2025 in Review

Alethea Capital Management sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 2,884 shares — an estimated $303K sold.

Alethea Capital Management first reported a position in IRM in Q2 2015 and held it in 7 quarters. The position peaked at $1.93M in Q3 2016. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Alethea Capital Management reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Alethea Capital Management sold 2,884 Iron Mountain shares in Q1 2025, an estimated $303K.
Alethea Capital Management first reported a position in Iron Mountain in Q2 2015 and held it in 7 quarters.
Alethea Capital Management's Iron Mountain position peaked at $1.93M in Q3 2016.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Alethea Capital Management's 13F filing for Q1 2025, filed 14 May 2025.