Chapin Davis’s Iron Mountain IRM Stock Holding History

Chapin Davis’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 Q1	–	Sell	-34,819	Closed	-$4.14M	–	232
2024 Q4	$4.14M	Hold	34,819	–	–	1.35%	15
2024 Q3	$4.14M	Buy	+34,819	New	+$3.72M	1.34%	15

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Chapin Davis's IRM Position: Q1 2025 in Review

Chapin Davis sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 34,819 shares — an estimated $4.14M sold.

Chapin Davis first reported a position in IRM in Q3 2024 and held it in 2 quarters. The position peaked at $4.14M in Q4 2024. 996 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Chapin Davis reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Chapin Davis sold 34,819 Iron Mountain shares in Q1 2025, an estimated $4.14M.
Chapin Davis first reported a position in Iron Mountain in Q3 2024 and held it in 2 quarters.
Chapin Davis's Iron Mountain position peaked at $4.14M in Q4 2024.
996 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Chapin Davis's 13F filing for Q1 2025, filed 23 Apr 2025.