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Catalyst Funds Management’s Iron Mountain IRM Stock Holding History

Catalyst Funds 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
Q3 		– Sell
-4,643
Closed -$476K – 579
2025
Q2 		$476K Buy
4,643
+795
+21% +$74.9K 0.13% 204
2025
Q1 		$331K Sell
3,848
-900
-19% -$86.7K 0.09% 253
2024
Q4 		$499K Sell
4,748
-900
-16% -$106K 0.12% 158
2024
Q3 		$671K Buy
+5,648
New +$604K 0.15% 106
2024
Q2 		– Sell
-4,200
Closed -$337K – 1371
2024
Q1 		$337K Buy
+4,200
New +$304K 0.09% 174

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Catalyst Funds Management's IRM Position: Q3 2025 in Review

Catalyst Funds Management sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 4,643 shares — an estimated $476K sold.

Catalyst Funds Management first reported a position in IRM in Q1 2024 and held it in 5 quarters. The position peaked at $671K in Q3 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Catalyst Funds Management reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 4,643 Iron Mountain shares in Q3 2025, an estimated $476K.
  • Catalyst Funds Management first reported a position in Iron Mountain in Q1 2024 and held it in 5 quarters.
  • Catalyst Funds Management's Iron Mountain position peaked at $671K in Q3 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Catalyst Funds Management's 13F filing for Q3 2025, filed 12 Nov 2025.