BDFS Capital’s Iron Mountain IRM Stock Holding History

BDFS Capital’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
2026 Q1	–	Sell	-4,061	Closed	-$340K	–	144
2025 Q4	$340K	Buy	+4,061	New	+$380K	0.17%	94

Other funds holding IRM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

BDFS Capital's IRM Position: Q1 2026 in Review

BDFS Capital sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 4,061 shares — an estimated $340K sold.

BDFS Capital first reported a position in IRM in Q4 2025 and held it in 1 quarter. The position peaked at $340K in Q4 2025. 1,088 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

BDFS Capital reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
BDFS Capital sold 4,061 Iron Mountain shares in Q1 2026, an estimated $340K.
BDFS Capital first reported a position in Iron Mountain in Q4 2025 and held it in 1 quarter.
BDFS Capital's Iron Mountain position peaked at $340K in Q4 2025.
1,088 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on BDFS Capital's 13F filing for Q1 2026, filed 16 Apr 2026.