Capital Fund Management (CFM)
IRM icon

Capital Fund Management (CFM)’s Iron Mountain IRM Stock Holding History

Capital Fund Management (CFM)’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
Q4 		– Sell
-118,570
Closed -$11.1M – 2507
2025
Q3 		$12.1M Sell
118,570
-38,208
-24% -$3.68M 0.03% 727
2025
Q2 		$16.1M Buy
156,778
+69,914
+80% +$6.59M 0.04% 540
2025
Q1 		$7.47M Buy
86,864
+6,758
+8% +$651K 0.02% 820
2024
Q4 		$8.42M Buy
+80,106
New +$9.41M 0.02% 829
2021
Q2 		– Sell
-12,640
Closed -$530K – 1534
2021
Q1 		$468K Sell
12,640
-22,020
-64% -$736K 0.01% 1147
2020
Q4 		$1.02M Buy
+34,660
New +$962K 0.01% 983
2020
Q2 		– Sell
-72,620
Closed -$1.83M – 1287
2020
Q1 		$1.73M Buy
+72,620
New +$2.2M 0.03% 573
2014
Q3 		– Sell
-108,644
Closed -$3.56M – 1652
2014
Q2 		$3.56M Buy
108,644
+97,081
+840% +$2.63M 0.04% 526
2014
Q1 		$295K Sell
11,563
-27,777
-71% -$711K ﹤0.01% 1487
2013
Q4 		$1.1M Sell
39,340
-86,761
-69% -$2.22M 0.01% 940
2013
Q3 		$3.15M Buy
126,101
+45,468
+56% +$1.15M 0.04% 493
2013
Q2 		$1.98M Buy
+80,633
New +$2.6M 0.03% 636

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Fund Management (CFM)'s IRM Position: Q4 2025 in Review

Capital Fund Management (CFM) sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 118,570 shares — an estimated $11.1M sold.

Capital Fund Management (CFM) first reported a position in IRM in Q2 2013 and held it in 12 quarters. The position peaked at $16.1M in Q2 2025. 1,012 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

  • Capital Fund Management (CFM) reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 118,570 Iron Mountain shares in Q4 2025, an estimated $11.1M.
  • Capital Fund Management (CFM) first reported a position in Iron Mountain in Q2 2013 and held it in 12 quarters.
  • Capital Fund Management (CFM)'s Iron Mountain position peaked at $16.1M in Q2 2025.
  • 1,012 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2025, filed 17 Feb 2026.