Caption Management’s Iron Mountain IRM Stock Holding History

Caption Management’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	-6,400	Closed	-$652K	–	1827
2025 Q3	$652K	Buy	+6,400	New	+$617K	0.01%	1235
2023 Q2	–	Sell	-37,688	Closed	-$2.06M	–	1259
2023 Q1	$1.99M	Buy	37,688 +12,508	+50%	+$655K	0.04%	443
2022 Q4	$1.26M	Sell	25,180 -3,500	-12%	-$177K	0.02%	672
2022 Q3	$1.26M	Buy	28,680 +15,680	+121%	+$792K	0.02%	788
2022 Q2	$633K	Buy	+13,000	New	+$684K	0.01%	1017

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caption Management's IRM Position: Q4 2025 in Review

Caption Management sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 6,400 shares — an estimated $652K sold.

Caption Management first reported a position in IRM in Q2 2022 and held it in 5 quarters. The position peaked at $1.99M in Q1 2023. 1,007 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Caption Management reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Caption Management sold 6,400 Iron Mountain shares in Q4 2025, an estimated $652K.
Caption Management first reported a position in Iron Mountain in Q2 2022 and held it in 5 quarters.
Caption Management's Iron Mountain position peaked at $1.99M in Q1 2023.
1,007 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.