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 | $643K | Sell |
6,300
-6,400
| -50% | -$637K | ﹤0.01% | 1030 |
|
|
2025
Q4 | $1.05M | Sell |
12,700
-7,000
| -36% | -$655K | ﹤0.01% | 845 |
|
|
2025
Q3 | $2.01M | Buy |
19,700
+3,600
| +22% | +$347K | ﹤0.01% | 762 |
|
|
2025
Q2 | $1.65M | Sell |
16,100
-4,600
| -22% | -$434K | ﹤0.01% | 705 |
|
|
2025
Q1 | $1.78M | Sell |
20,700
-1,200
| -5% | -$116K | ﹤0.01% | 714 |
|
|
2024
Q4 | $2.3M | Buy |
21,900
+14,000
| +177% | +$1.64M | 0.01% | 806 |
|
|
2024
Q3 | $939K | Buy |
7,900
+300
| +4% | +$32.1K | ﹤0.01% | 978 |
|
|
2024
Q2 | $681K | Buy |
7,600
+1,100
| +17% | +$89K | ﹤0.01% | 1152 |
|
|
2024
Q1 | $521K | Sell |
6,500
-6,100
| -48% | -$442K | ﹤0.01% | 1532 |
|
|
2023
Q4 | $882K | Buy |
12,600
+300
| +2% | +$18.8K | ﹤0.01% | 1103 |
|
|
2023
Q3 | $731K | Buy |
12,300
+3,100
| +34% | +$189K | ﹤0.01% | 1122 |
|
|
2023
Q2 | $523K | Buy |
9,200
+4,100
| +80% | +$224K | ﹤0.01% | 1137 |
|
|
2023
Q1 | $270K | Sell |
5,100
-24,700
| -83% | -$1.29M | ﹤0.01% | 1197 |
|
|
2022
Q4 | $1.49M | Buy |
29,800
+1,600
| +6% | +$80.8K | 0.01% | 807 |
|
|
2022
Q3 | $1.24M | Buy |
28,200
+1,500
| +6% | +$75.7K | 0.01% | 936 |
|
|
2022
Q2 | $1.3M | Sell |
26,700
-38,200
| -59% | -$2.01M | 0.01% | 924 |
|
|
2022
Q1 | $3.6M | Sell |
64,900
-87,600
| -57% | -$4.17M | 0.01% | 816 |
|
|
2021
Q4 | $7.98M | Buy |
152,500
+13,200
| +9% | +$624K | 0.01% | 683 |
|
|
2021
Q3 | $6.05M | Buy |
139,300
+40,700
| +41% | +$1.83M | 0.01% | 792 |
|
|
2021
Q2 | $4.17M | Buy |
98,600
+33,200
| +51% | +$1.39M | 0.01% | 770 |
|
|
2021
Q1 | $2.42M | Sell |
65,400
-3,900
| -6% | -$130K | 0.01% | 867 |
|
|
2020
Q4 | $2.04M | Sell |
69,300
-18,600
| -21% | -$516K | 0.01% | 864 |
|
|
2020
Q3 | $2.35M | Buy |
87,900
+7,300
| +9% | +$208K | 0.01% | 752 |
|
|
2020
Q2 | $2.1M | Buy |
80,600
+36,300
| +82% | +$917K | 0.01% | 701 |
|
|
2020
Q1 | $1.05M | Sell |
44,300
-30,700
| -41% | -$929K | 0.02% | 703 |
|
|
2019
Q4 | $2.39M | Sell |
75,000
-107,300
| -59% | -$3.52M | 0.01% | 783 |
|
|
2019
Q3 | $5.91M | Buy |
182,300
+143,100
| +365% | +$4.49M | 0.04% | 393 |
|
|
2019
Q2 | $1.23M | Buy |
39,200
+17,200
| +78% | +$564K | 0.01% | 880 |
|
|
2019
Q1 | $780K | Buy |
22,000
+13,500
| +159% | +$477K | 0.01% | 885 |
|
|
2018
Q4 | $275K | Buy |
8,500
+2,800
| +49% | +$91.8K | ﹤0.01% | 960 |
|
|
2018
Q3 | $197K | Buy |
+5,700
| New | +$203K | ﹤0.01% | 1020 |
|
|
2014
Q3 | – | Sell |
-24,345
| Closed | -$797K | – | 472 |
|
|
2014
Q2 | $797K | Buy |
+24,345
| New | +$660K | 0.01% | 329 |
|
|
2014
Q1 | – | Sell |
-15,797
| Closed | -$443K | – | 456 |
|
|
2013
Q4 | $443K | Sell |
15,797
-108
| -0.7% | -$2.77K | ﹤0.01% | 435 |
|
|
2013
Q3 | $397K | Buy |
+15,905
| New | +$404K | ﹤0.01% | 474 |
|
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.