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Contravisory Investment Management’s Iron Mountain IRM Stock Holding History

Contravisory Investment 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
Q2 		– Sell
-10,775
Closed -$927K – 412
2025
Q1 		$927K Sell
10,775
-28
-0.3% -$2.7K 0.2% 68
2024
Q4 		$1.14M Buy
10,803
+158
+1% +$18.6K 0.24% 51
2024
Q3 		$1.26M Sell
10,645
-2,189
-17% -$234K 0.27% 48
2024
Q2 		$1.15M Sell
12,834
-264
-2% -$21.4K 0.25% 48
2024
Q1 		$1.05M Sell
13,098
-442
-3% -$32K 0.23% 53
2023
Q4 		$948K Sell
13,540
-52
-0.4% -$3.26K 0.23% 55
2023
Q3 		$808K Buy
13,592
+34
+0.3% +$2.08K 0.23% 51
2023
Q2 		$770K Buy
13,558
+141
+1% +$7.72K 0.2% 56
2023
Q1 		$710K Buy
13,417
+240
+2% +$12.6K 0.2% 58
2022
Q4 		$657K Buy
13,177
+1,778
+16% +$89.8K 0.18% 63
2022
Q3 		$501K Sell
11,399
-296
-3% -$14.9K 0.17% 66
2022
Q2 		$569K Sell
11,695
-315
-3% -$16.6K 0.18% 57
2022
Q1 		$665K Sell
12,010
-1,528
-11% -$72.8K 0.19% 64
2021
Q4 		$708K Buy
+13,538
New +$640K 0.19% 70
2019
Q3 		– Sell
-8,746
Closed -$274K – 289
2019
Q2 		$274K Buy
8,746
+207
+2% +$6.78K 0.11% 127
2019
Q1 		$303K Buy
+8,539
New +$302K 0.12% 116
2018
Q1 		– Sell
-7,233
Closed -$273K – 393
2017
Q4 		$273K Buy
7,233
+1,112
+18% +$44.1K 0.1% 124
2017
Q3 		$238K Buy
+6,121
New +$229K 0.08% 131

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Contravisory Investment Management's IRM Position: Q2 2025 in Review

Contravisory Investment Management sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 10,775 shares — an estimated $927K sold.

Contravisory Investment Management first reported a position in IRM in Q3 2017 and held it in 18 quarters. The position peaked at $1.26M in Q3 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

  • Contravisory Investment Management reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 10,775 Iron Mountain shares in Q2 2025, an estimated $927K.
  • Contravisory Investment Management first reported a position in Iron Mountain in Q3 2017 and held it in 18 quarters.
  • Contravisory Investment Management's Iron Mountain position peaked at $1.26M in Q3 2024.
  • 1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Contravisory Investment Management's 13F filing for Q2 2025, filed 10 Jul 2025.