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CFO Capital Management’s Iron Mountain IRM Stock Holding History

CFO Capital 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 		$396K Sell
3,874
-1,165
-23% -$116K 0.33% 75
2025
Q4 		$418K Buy
+5,039
New +$472K 0.31% 77

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CFO Capital Management's IRM Position: Q1 2026 in Review

CFO Capital Management reduced its Iron Mountain (IRM) stake by 23% in Q1 2026, selling an estimated $116K and leaving 3,874 shares worth $396K. The position accounts for 0.33% of the portfolio, ranked #75.

CFO Capital Management first reported a position in IRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $418K in Q4 2025. 1,087 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • CFO Capital Management held 3,874 shares of Iron Mountain worth $396K as of Q1 2026.
  • CFO Capital Management sold 1,165 Iron Mountain shares in Q1 2026, an estimated $116K.
  • Iron Mountain made up 0.33% of CFO Capital Management's portfolio in Q1 2026, its #75 holding.
  • CFO Capital Management first reported a position in Iron Mountain in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Iron Mountain position peaked at $418K in Q4 2025.
  • 1,087 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.