Bristlecone Advisors’s Iron Mountain IRM Stock Holding History

Bristlecone 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 Q1	–	Sell	-2,394	Closed	-$252K	–	382
2024 Q4	$252K	Hold	2,394	–	–	0.02%	256
2024 Q3	$284K	Sell	2,394 -10	-0.4%	-$1.07K	0.02%	245
2024 Q2	$215K	Buy	+2,404	New	+$195K	0.02%	266
2022 Q2	–	Sell	-5,642	Closed	-$313K	–	245
2022 Q1	$313K	Hold	5,642	–	–	0.04%	194
2021 Q4	$295K	Hold	5,642	–	–	0.04%	193
2021 Q3	$245K	Sell	5,642 -624	-10%	-$28.1K	0.03%	195
2021 Q2	$265K	Hold	6,266	–	–	0.04%	189
2021 Q1	$232K	Buy	+6,266	New	+$209K	0.04%	194
2020 Q2	–	Sell	-18,485	Closed	-$440K	–	161
2020 Q1	$440K	Sell	18,485 -14,643	-44%	-$443K	0.1%	118
2019 Q4	$1.06M	Buy	33,128 +2,401	+8%	+$78.7K	0.21%	104
2019 Q3	$995K	Sell	30,727 -619	-2%	-$19.4K	0.24%	95
2019 Q2	$981K	Buy	+31,346	New	+$1.03M	0.23%	90

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bristlecone Advisors's IRM Position: Q1 2025 in Review

Bristlecone Advisors sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 2,394 shares — an estimated $252K sold.

Bristlecone Advisors first reported a position in IRM in Q2 2019 and held it in 12 quarters. The position peaked at $1.06M in Q4 2019. 996 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Bristlecone Advisors reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Bristlecone Advisors sold 2,394 Iron Mountain shares in Q1 2025, an estimated $252K.
Bristlecone Advisors first reported a position in Iron Mountain in Q2 2019 and held it in 12 quarters.
Bristlecone Advisors's Iron Mountain position peaked at $1.06M in Q4 2019.
996 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Bristlecone Advisors's 13F filing for Q1 2025, filed 12 May 2025.