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
2026 Q1	$7.86M	Buy	+77,000	New	+$7.66M	0.05%	392
2024 Q4	–	Sell	-21,000	Closed	-$2.5M	–	1641
2024 Q3	$2.5M	Sell	21,000 -115,200	-85%	-$12.3M	0.04%	498
2024 Q2	$12.2M	Buy	+136,200	New	+$11M	0.19%	118
2023 Q3	–	Sell	-297,500	Closed	-$16.9M	–	1390
2023 Q2	$16.9M	Sell	297,500 -2,500	-0.8%	-$137K	0.3%	73
2023 Q1	$15.9M	Buy	300,000 +150,000	+100%	+$7.86M	0.31%	74
2022 Q4	$7.48M	Buy	150,000 +16,000	+12%	+$808K	0.12%	213
2022 Q3	$5.89M	Buy	134,000 +39,000	+41%	+$1.97M	0.08%	286
2022 Q2	$4.63M	Buy	+95,000	New	+$5M	0.06%	375
2021 Q1	–	Sell	-90,000	Closed	-$2.65M	–	1227
2020 Q4	$2.65M	Hold	90,000	–	–	0.06%	371
2020 Q3	$2.41M	Buy	+90,000	New	+$2.56M	0.06%	380
2020 Q2	–	Sell	-50,000	Closed	-$1.19M	–	1068
2020 Q1	$1.19M	Sell	50,000 -251,900	-83%	-$7.62M	0.07%	362
2019 Q4	$9.62M	Buy	301,900 +50,000	+20%	+$1.64M	0.32%	66
2019 Q3	$8.16M	Buy	+251,900	New	+$7.91M	0.42%	55

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. 1,006 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.
1,006 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.