Capstone Investment Advisors
IRM icon

Capstone Investment Advisors’s Iron Mountain IRM Stock Holding History

Capstone Investment Advisors’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 		$286K Sell
2,800
-1,000
-26% -$99.5K ﹤0.01% 1384
2025
Q4 		$315K Sell
3,800
-5,100
-57% -$477K ﹤0.01% 1321
2025
Q3 		$907K Buy
8,900
+1,700
+24% +$164K ﹤0.01% 1071
2025
Q2 		$739K Sell
7,200
-300
-4% -$28.3K ﹤0.01% 964
2025
Q1 		$645K Sell
7,500
-4,200
-36% -$405K ﹤0.01% 1015
2024
Q4 		$1.23M Buy
11,700
+5,600
+92% +$658K ﹤0.01% 993
2024
Q3 		$725K Buy
6,100
+1,100
+22% +$118K ﹤0.01% 1088
2024
Q2 		$448K Buy
5,000
+200
+4% +$16.2K ﹤0.01% 1365
2024
Q1 		$385K Buy
4,800
+800
+20% +$57.9K ﹤0.01% 1699
2023
Q4 		$280K Buy
4,000
+1,400
+54% +$87.8K ﹤0.01% 1624
2023
Q3 		$155K Sell
2,600
-400
-13% -$24.4K ﹤0.01% 1872
2023
Q2 		$170K Buy
3,000
+700
+30% +$38.3K ﹤0.01% 1606
2023
Q1 		$122K Sell
2,300
-3,200
-58% -$168K ﹤0.01% 1345
2022
Q4 		$274K Sell
5,500
-10,400
-65% -$525K ﹤0.01% 1239
2022
Q3 		$699K Sell
15,900
-400
-2% -$20.2K ﹤0.01% 1159
2022
Q2 		$794K Sell
16,300
-4,700
-22% -$247K ﹤0.01% 1095
2022
Q1 		$1.16M Sell
21,000
-1,300
-6% -$61.9K ﹤0.01% 1256
2021
Q4 		$1.17M Buy
22,300
+3,600
+19% +$170K ﹤0.01% 1259
2021
Q3 		$813K Sell
18,700
-1,500
-7% -$67.5K ﹤0.01% 1474
2021
Q2 		$855K Sell
20,200
-7,800
-28% -$327K ﹤0.01% 1279
2021
Q1 		$1.04M Buy
28,000
+8,200
+41% +$274K ﹤0.01% 1104
2020
Q4 		$584K Buy
19,800
+12,100
+157% +$336K ﹤0.01% 1218
2020
Q3 		$206K Buy
7,700
+1,900
+33% +$54.1K ﹤0.01% 1281
2020
Q2 		$151K Hold
5,800
– – ﹤0.01% 1241
2020
Q1 		$138K Sell
5,800
-23,400
-80% -$708K ﹤0.01% 1046
2019
Q4 		$931K Sell
29,200
-15,300
-34% -$502K 0.01% 1020
2019
Q3 		$1.44M Buy
44,500
+25,000
+128% +$785K 0.01% 813
2019
Q2 		$610K Buy
19,500
+11,000
+129% +$360K ﹤0.01% 1073
2019
Q1 		$301K Buy
8,500
+5,600
+193% +$198K ﹤0.01% 1071
2018
Q4 		$94K Buy
2,900
+2,600
+867% +$85.3K ﹤0.01% 1132
2018
Q3 		$10K Buy
+300
New +$10.7K ﹤0.01% 1271
2014
Q4 		– Sell
-240,400
Closed -$7.85M – 365
2014
Q3 		$7.85M Sell
240,400
-774,732
-76% -$25.1M 0.09% 176
2014
Q2 		$33.3M Buy
1,015,132
+608,192
+149% +$16.5M 0.44% 49
2014
Q1 		$10.4M Buy
406,940
+327,954
+415% +$8.39M 0.13% 109
2013
Q4 		$2.21M Sell
78,986
-116,423
-60% -$2.98M 0.02% 318
2013
Q3 		$4.88M Buy
195,409
+117,180
+150% +$2.98M 0.05% 202
2013
Q2 		$1.92M Buy
+78,229
New +$2.52M 0.02% 261

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

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.