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Fidelis Capital Partners’s Iron Mountain IRM Stock Holding History

Fidelis Capital Partners’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 		$624K Buy
6,111
+560
+10% +$55.7K 0.04% 287
2025
Q4 		$460K Sell
5,551
-162
-3% -$15.2K 0.03% 326
2025
Q3 		$582K Buy
5,713
+13
+0.2% +$1.25K 0.05% 274
2025
Q2 		$513K Buy
5,700
+128
+2% +$12.1K 0.05% 251
2025
Q1 		$489K Sell
5,572
-642
-10% -$61.9K 0.05% 249
2024
Q4 		$625K Buy
6,214
+279
+5% +$32.8K 0.06% 222
2024
Q3 		$745K Buy
5,935
+3,821
+181% +$409K 0.09% 191
2024
Q2 		$223K Buy
+2,114
New +$171K 0.03% 336

Other funds holding IRM

BlackRock
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelis Capital Partners's IRM Position: Q1 2026 in Review

Fidelis Capital Partners increased its Iron Mountain (IRM) stake by 10% in Q1 2026, buying an estimated $55.7K and bringing the position to 6,111 shares worth $624K. The position accounts for 0.04% of the portfolio, ranked #287.

Fidelis Capital Partners first reported a position in IRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $745K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Fidelis Capital Partners held 6,111 shares of Iron Mountain worth $624K as of Q1 2026.
  • Fidelis Capital Partners bought 560 Iron Mountain shares in Q1 2026, an estimated $55.7K.
  • Iron Mountain made up 0.04% of Fidelis Capital Partners's portfolio in Q1 2026, its #287 holding.
  • Fidelis Capital Partners first reported a position in Iron Mountain in Q2 2024 and has held it in 8 quarters since.
  • Fidelis Capital Partners's Iron Mountain position peaked at $745K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.