Capital Fund Management (CFM)
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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
2026
Q1 		$1.24M Sell
12,100
-58,800
-83% -$5.85M 0.01% 1597
2025
Q4 		$5.88M Sell
70,900
-10,600
-13% -$992K 0.02% 1099
2025
Q3 		$8.31M Sell
81,500
-49,100
-38% -$4.73M 0.02% 937
2025
Q2 		$13.4M Sell
130,600
-54,900
-30% -$5.18M 0.04% 617
2025
Q1 		$16M Buy
185,500
+34,300
+23% +$3.31M 0.05% 512
2024
Q4 		$15.9M Buy
151,200
+4,000
+3% +$470K 0.04% 560
2024
Q3 		$17.5M Buy
147,200
+76,800
+109% +$8.21M 0.05% 503
2024
Q2 		$6.31M Sell
70,400
-16,600
-19% -$1.34M 0.02% 852
2024
Q1 		$6.98M Buy
87,000
+54,200
+165% +$3.92M 0.02% 893
2023
Q4 		$2.3M Buy
+32,800
New +$2.06M 0.01% 1472
2022
Q4 		– Sell
-17,400
Closed -$765K – 1500
2022
Q3 		$765K Sell
17,400
-25,900
-60% -$1.31M 0.01% 1161
2022
Q2 		$2.11M Buy
43,300
+23,100
+114% +$1.22M 0.02% 803
2022
Q1 		$1.12M Sell
20,200
-47,600
-70% -$2.27M 0.01% 1131
2021
Q4 		$3.55M Sell
67,800
-46,600
-41% -$2.2M 0.03% 771
2021
Q3 		$4.97M Buy
114,400
+76,100
+199% +$3.43M 0.04% 586
2021
Q2 		$1.62M Buy
38,300
+23,800
+164% +$998K 0.01% 1017
2021
Q1 		$537K Buy
+14,500
New +$485K 0.01% 1121
2020
Q4 		– Sell
-10,600
Closed -$284K – 1414
2020
Q3 		$284K Sell
10,600
-2,600
-20% -$74K ﹤0.01% 1132
2020
Q2 		$345K Buy
13,200
+4,400
+50% +$111K 0.01% 916
2020
Q1 		$209K Hold
8,800
– – ﹤0.01% 1393
2019
Q4 		$280K Sell
8,800
-11,900
-57% -$390K ﹤0.01% 1628
2019
Q3 		$670K Sell
20,700
-6,700
-24% -$210K 0.01% 1149
2019
Q2 		$858K Buy
27,400
+18,500
+208% +$606K 0.01% 1060
2019
Q1 		$316K Sell
8,900
-10,000
-53% -$353K ﹤0.01% 1429
2018
Q4 		$613K Sell
18,900
-20,500
-52% -$672K 0.01% 1289
2018
Q3 		$1.36M Buy
39,400
+20,500
+108% +$730K 0.01% 1265
2018
Q2 		$662K Sell
18,900
-70,700
-79% -$2.39M ﹤0.01% 1485
2018
Q1 		$2.94M Buy
89,600
+52,100
+139% +$1.76M 0.02% 868
2017
Q4 		$1.42M Buy
37,500
+31,400
+515% +$1.25M 0.01% 1091
2017
Q3 		$237K Buy
+6,100
New +$228K ﹤0.01% 1392
2017
Q1 		– Sell
-11,200
Closed -$364K – 1637
2016
Q4 		$364K Sell
11,200
-2,900
-21% -$96.4K ﹤0.01% 1373
2016
Q3 		$529K Buy
14,100
+5,700
+68% +$220K ﹤0.01% 1179
2016
Q2 		$335K Buy
+8,400
New +$306K ﹤0.01% 1293
2015
Q4 		– Sell
-11,100
Closed -$344K – 1637
2015
Q3 		$344K Sell
11,100
-11,400
-51% -$340K ﹤0.01% 1181
2015
Q2 		$698K Sell
22,500
-8,600
-28% -$301K 0.01% 954
2015
Q1 		$1.14M Buy
31,100
+17,300
+125% +$668K 0.02% 744
2014
Q4 		$534K Buy
+13,800
New +$502K 0.01% 1106

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 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. 1,006 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.
  • 1,006 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.