Curi RMB Capital’s Iron Mountain IRM Stock Holding History

Curi RMB Capital’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	$469K	Sell	4,567 -242	-5%	-$24.1K	0.01%	617
2025 Q4	$403K	Buy	4,809 +388	+9%	+$36.3K	0.01%	673
2025 Q3	$453K	Sell	4,421 -432	-9%	-$41.6K	0.01%	531
2025 Q2	$500K	Buy	4,853 +1,040	+27%	+$98K	0.01%	512
2025 Q1	$330K	Hold	3,813	–	–	0.01%	420
2024 Q4	$401K	Sell	3,813 -1	-0%	-$117	0.01%	431
2024 Q3	$453K	Sell	3,814 -391	-9%	-$41.8K	0.01%	436
2024 Q2	$377K	Buy	4,205 +12	+0.3%	+$971	0.01%	451
2024 Q1	$336K	Buy	+4,193	New	+$303K	0.01%	483

Other funds holding IRM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Curi RMB Capital's IRM Position: Q1 2026 in Review

Curi RMB Capital reduced its Iron Mountain (IRM) stake by 5% in Q1 2026, selling an estimated $24.1K and leaving 4,567 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #617.

Curi RMB Capital first reported a position in IRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $500K in Q2 2025. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Curi RMB Capital held 4,567 shares of Iron Mountain worth $469K as of Q1 2026.
Curi RMB Capital sold 242 Iron Mountain shares in Q1 2026, an estimated $24.1K.
Iron Mountain made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #617 holding.
Curi RMB Capital first reported a position in Iron Mountain in Q1 2024 and has held it in 9 quarters since.
Curi RMB Capital's Iron Mountain position peaked at $500K in Q2 2025.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.