Capital City Trust’s Iron Mountain IRM Stock Holding History

Capital City Trust’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	-2,940	Closed	-$309K	–	120
2024 Q4	$309K	Hold	2,940	–	–	0.08%	95
2024 Q3	$349K	Hold	2,940	–	–	0.09%	95
2024 Q2	$263K	Hold	2,940	–	–	0.07%	101
2024 Q1	$236K	Hold	2,940	–	–	0.07%	107
2023 Q4	$206K	Buy	+2,940	New	+$184K	0.06%	116

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 City Trust's IRM Position: Q1 2025 in Review

Capital City Trust sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 2,940 shares — an estimated $309K sold.

Capital City Trust first reported a position in IRM in Q4 2023 and held it in 5 quarters. The position peaked at $349K in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Capital City Trust reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Capital City Trust sold 2,940 Iron Mountain shares in Q1 2025, an estimated $309K.
Capital City Trust first reported a position in Iron Mountain in Q4 2023 and held it in 5 quarters.
Capital City Trust's Iron Mountain position peaked at $349K in Q3 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Capital City Trust's 13F filing for Q1 2025, filed 7 May 2025.