Capital A Wealth Management’s Iron Mountain IRM Stock Holding History

Capital A Wealth 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	-6	Closed	-$631	–	820
2024 Q4	$631	Buy	+6	New	+$705	﹤0.01%	625

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

Capital A Wealth Management's IRM Position: Q1 2025 in Review

Capital A Wealth Management sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 6 shares — an estimated $631 sold.

Capital A Wealth Management first reported a position in IRM in Q4 2024 and held it in 1 quarter. The position peaked at $631 in Q4 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Capital A Wealth Management reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Capital A Wealth Management sold 6 Iron Mountain shares in Q1 2025, an estimated $631.
Capital A Wealth Management first reported a position in Iron Mountain in Q4 2024 and held it in 1 quarter.
Capital A Wealth Management's Iron Mountain position peaked at $631 in Q4 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.