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Capital Asset Advisory Services’s Iron Mountain IRM Stock Holding History

Capital Asset Advisory Services’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
-2,032
Closed -$215K – 296
2024
Q4 		$215K Hold
2,032
– – 0.01% 295
2024
Q3 		$241K Buy
+2,032
New +$217K 0.01% 286
2021
Q1 		– Sell
-2,241
Closed -$67K – 1074
2020
Q4 		$67K Buy
+2,241
New +$62.2K 0.01% 549

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Asset Advisory Services's IRM Position: Q1 2025 in Review

Capital Asset Advisory Services sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 2,032 shares — an estimated $215K sold.

Capital Asset Advisory Services first reported a position in IRM in Q4 2020 and held it in 3 quarters. The position peaked at $241K in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

  • Capital Asset Advisory Services reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
  • Capital Asset Advisory Services sold 2,032 Iron Mountain shares in Q1 2025, an estimated $215K.
  • Capital Asset Advisory Services first reported a position in Iron Mountain in Q4 2020 and held it in 3 quarters.
  • Capital Asset Advisory Services's Iron Mountain position peaked at $241K in Q3 2024.
  • 994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Capital Asset Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.