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Capital Analysts LLC’s Iron Mountain IRM Stock Holding History

Capital Analysts LLC’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
-76
Closed -$6K – 1567
2025
Q4 		$6K Buy
+76
New +$7.11K ﹤0.01% 1320
2025
Q1 		– Sell
-300
Closed -$32K – 1407
2024
Q4 		$32K Hold
300
– – ﹤0.01% 838
2024
Q3 		$36K Buy
+300
New +$32.1K ﹤0.01% 790
2023
Q4 		– Sell
-318
Closed -$19K – 1168
2023
Q3 		$19K Buy
318
+2
+0.6% +$122 ﹤0.01% 774
2023
Q2 		$18K Buy
+316
New +$17.3K ﹤0.01% 740
2020
Q4 		– Sell
-150
Closed -$4K – 771
2020
Q3 		$4K Buy
+150
New +$4.27K ﹤0.01% 669
2018
Q1 		– Sell
-1,608
Closed -$61K – 566
2017
Q4 		$61K Buy
1,608
+17
+1% +$675 0.01% 298
2017
Q3 		$62K Sell
1,591
-589
-27% -$22K 0.01% 287
2017
Q2 		$74.9K Buy
2,180
+111
+5% +$3.88K 0.01% 272
2017
Q1 		$73.8K Sell
2,069
-189
-8% -$6.69K 0.01% 236
2016
Q4 		$73K Buy
2,258
+30
+1% +$997 0.01% 242
2016
Q3 		$83.6K Buy
2,228
+142
+7% +$5.48K 0.02% 223
2016
Q2 		$83.1K Buy
2,086
+21
+1% +$764 0.02% 221
2016
Q1 		$70.1K Buy
2,065
+24
+1% +$689 0.01% 243
2015
Q4 		$55.1K Buy
2,041
+495
+32% +$14.5K 0.01% 262
2015
Q3 		$48K Buy
1,546
+91
+6% +$2.71K 0.01% 283
2015
Q2 		$45.1K Buy
1,455
+13
+0.9% +$455 0.01% 293
2015
Q1 		$52.6K Buy
+1,442
New +$55.7K 0.01% 274

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Analysts LLC's IRM Position: Q1 2026 in Review

Capital Analysts LLC sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 76 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in IRM in Q1 2015 and held it in 18 quarters. The position peaked at $83.6K in Q3 2016. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Capital Analysts LLC reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 76 Iron Mountain shares in Q1 2026, an estimated $6K.
  • Capital Analysts LLC first reported a position in Iron Mountain in Q1 2015 and held it in 18 quarters.
  • Capital Analysts LLC's Iron Mountain position peaked at $83.6K in Q3 2016.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.