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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
-50,000
Closed -$5.1M – 1828
2025
Q3 		$5.1M Buy
+50,000
New +$4.82M 0.04% 481
2023
Q3 		– Sell
-292,400
Closed -$16.6M – 1391
2023
Q2 		$16.6M Sell
292,400
-7,600
-3% -$416K 0.29% 75
2023
Q1 		$15.9M Buy
300,000
+52,500
+21% +$2.75M 0.31% 75
2022
Q4 		$12.3M Buy
247,500
+152,500
+161% +$7.7M 0.19% 130
2022
Q3 		$4.18M Hold
95,000
– – 0.06% 397
2022
Q2 		$4.63M Buy
+95,000
New +$5M 0.06% 376

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

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.