Capstone Investment Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,901
| Closed | -$388K | – | 1722 |
|
|
2025
Q4 | $324K | Buy |
+3,901
| New | +$365K | ﹤0.01% | 1310 |
|
|
2025
Q3 | – | Sell |
-8,636
| Closed | -$832K | – | 1978 |
|
|
2025
Q2 | $886K | Buy |
8,636
+112
| +1% | +$10.6K | ﹤0.01% | 901 |
|
|
2025
Q1 | $733K | Buy |
8,524
+5,805
| +213% | +$559K | ﹤0.01% | 978 |
|
|
2024
Q4 | $286K | Buy |
2,719
+2,718
| +271,800% | +$319K | ﹤0.01% | 1496 |
|
|
2024
Q3 | $119 | Sell |
1
-1,263
| -100% | -$135K | ﹤0.01% | 1881 |
|
|
2024
Q2 | $113K | Sell |
1,264
-795
| -39% | -$64.3K | ﹤0.01% | 1871 |
|
|
2024
Q1 | $165K | Buy |
+2,059
| New | +$149K | ﹤0.01% | 2051 |
|
|
2023
Q2 | – | Sell |
-110
| Closed | -$6.02K | – | 1881 |
|
|
2023
Q1 | $5.82K | Sell |
110
-4,143
| -97% | -$217K | ﹤0.01% | 1487 |
|
|
2022
Q4 | $212K | Buy |
4,253
+2,704
| +175% | +$137K | ﹤0.01% | 1287 |
|
|
2022
Q3 | $68K | Buy |
+1,549
| New | +$78.2K | ﹤0.01% | 1596 |
|
|
2022
Q1 | – | Sell |
-951
| Closed | -$45.3K | – | 2112 |
|
|
2021
Q4 | $50K | Sell |
951
-9,423
| -91% | -$445K | ﹤0.01% | 1695 |
|
|
2021
Q3 | $451K | Buy |
+10,374
| New | +$467K | ﹤0.01% | 1584 |
|
|
2021
Q1 | – | Sell |
-5,233
| Closed | -$175K | – | 1811 |
|
|
2020
Q4 | $154K | Sell |
5,233
-23,480
| -82% | -$652K | ﹤0.01% | 1499 |
|
|
2020
Q3 | $769K | Buy |
28,713
+12,158
| +73% | +$346K | ﹤0.01% | 1085 |
|
|
2020
Q2 | $432K | Buy |
+16,555
| New | +$418K | ﹤0.01% | 1119 |
|
|
2020
Q1 | – | Sell |
-19,261
| Closed | -$583K | – | 1262 |
|
|
2019
Q4 | $614K | Buy |
+19,261
| New | +$632K | ﹤0.01% | 1105 |
|
|
2019
Q3 | – | Sell |
-12,868
| Closed | -$404K | – | 1403 |
|
|
2019
Q2 | $403K | Buy |
12,868
+12,834
| +37,747% | +$421K | ﹤0.01% | 1149 |
|
|
2019
Q1 | $1K | Buy |
+34
| New | +$1.2K | ﹤0.01% | 1277 |
|
|
2018
Q4 | – | Sell |
-2,305
| Closed | -$75.6K | – | 1309 |
|
|
2018
Q3 | $80K | Buy |
+2,305
| New | +$82.1K | ﹤0.01% | 1167 |
|
|
2014
Q2 | – | Sell |
-1,761
| Closed | -$47.8K | – | 431 |
|
|
2014
Q1 | $44K | Buy |
+1,761
| New | +$45K | ﹤0.01% | 362 |
|
|
2013
Q3 | – | Sell |
-21,640
| Closed | -$550K | – | 524 |
|
|
2013
Q2 | $532K | Buy |
+21,640
| New | +$698K | 0.01% | 385 |
|
Other funds holding IRM
VPM
VCM
Capstone Investment Advisors's IRM Position: Q1 2026 in Review
Capstone Investment Advisors sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 3,901 shares — an estimated $388K sold.
Capstone Investment Advisors first reported a position in IRM in Q2 2013 and held it in 21 quarters. The position peaked at $886K in Q2 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.
- Capstone Investment Advisors reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
- Capstone Investment Advisors sold 3,901 Iron Mountain shares in Q1 2026, an estimated $388K.
- Capstone Investment Advisors first reported a position in Iron Mountain in Q2 2013 and held it in 21 quarters.
- Capstone Investment Advisors's Iron Mountain position peaked at $886K in Q2 2025.
- 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.