Founders Capital Management (Texas)’s Iron Mountain IRM Stock Holding History

Founders Capital Management (Texas)’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
2024 Q1	–	Sell	-1,400	Closed	-$98K	–	373
2023 Q4	$98K	Hold	1,400	–	–	0.07%	81
2023 Q3	$83.2K	Hold	1,400	–	–	0.06%	90
2023 Q2	$79.5K	Hold	1,400	–	–	0.06%	105
2023 Q1	$74K	Hold	1,400	–	–	0.06%	108
2022 Q4	$70K	Hold	1,400	–	–	0.05%	107
2022 Q3	$62K	Hold	1,400	–	–	0.05%	111
2022 Q2	$68K	Buy	1,400 +100	+8%	+$5.26K	0.05%	108
2022 Q1	$68K	Hold	1,300	–	–	0.04%	106
2021 Q4	$68K	Buy	1,300 +250	+24%	+$11.8K	0.04%	106
2021 Q3	$46K	Buy	1,050 +100	+11%	+$4.5K	0.03%	128
2021 Q2	$40K	Buy	950 +350	+58%	+$14.7K	0.03%	136
2021 Q1	$22K	Buy	+600	New	+$20.1K	0.02%	183

Other funds holding IRM

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Founders Capital Management (Texas)'s IRM Position: Q1 2024 in Review

Founders Capital Management (Texas) sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 1,400 shares — an estimated $98K sold.

Founders Capital Management (Texas) first reported a position in IRM in Q1 2021 and held it in 12 quarters. The position peaked at $98K in Q4 2023. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

Founders Capital Management (Texas) reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
Founders Capital Management (Texas) sold 1,400 Iron Mountain shares in Q1 2024, an estimated $98K.
Founders Capital Management (Texas) first reported a position in Iron Mountain in Q1 2021 and held it in 12 quarters.
Founders Capital Management (Texas)'s Iron Mountain position peaked at $98K in Q4 2023.
939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2024, filed 10 Apr 2024.