Cypress Capital Group’s Iron Mountain IRM Stock Holding History

Cypress Capital Group’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	-2,815	Closed	-$242K	–	230
2025 Q1	$242K	Sell	2,815 -20	-0.7%	-$1.93K	0.03%	188
2024 Q4	$298K	Hold	2,835	–	–	0.04%	230
2024 Q3	$337K	Sell	2,835 -400	-12%	-$42.8K	0.04%	257
2024 Q2	$290K	Hold	3,235	–	–	0.03%	253
2024 Q1	$259K	Buy	3,235 +35	+1%	+$2.53K	0.03%	263
2023 Q4	$224K	Buy	+3,200	New	+$201K	0.03%	281

Other funds holding IRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Capital Group's IRM Position: Q2 2025 in Review

Cypress Capital Group sold out of Iron Mountain (IRM) in Q2 2025, closing a stake of 2,815 shares — an estimated $242K sold.

Cypress Capital Group first reported a position in IRM in Q4 2023 and held it in 6 quarters. The position peaked at $337K in Q3 2024. 1,043 funds tracked by Wall St. Rank hold IRM as of Q2 2025.

Cypress Capital Group reported no remaining Iron Mountain position as of Q2 2025 after selling out during the quarter.
Cypress Capital Group sold 2,815 Iron Mountain shares in Q2 2025, an estimated $242K.
Cypress Capital Group first reported a position in Iron Mountain in Q4 2023 and held it in 6 quarters.
Cypress Capital Group's Iron Mountain position peaked at $337K in Q3 2024.
1,043 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2025.

Based on Cypress Capital Group's 13F filing for Q2 2025, filed 25 Jul 2025.