Oarsman Capital’s Iron Mountain IRM Stock Holding History

Oarsman 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
2025 Q1	–	Sell	-84	Closed	-$8.83K	–	538
2024 Q4	$8.83K	Sell	84 -35	-29%	-$4.11K	﹤0.01%	708
2024 Q3	$14.1K	Buy	+119	New	+$12.7K	﹤0.01%	648

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

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oarsman Capital's IRM Position: Q1 2025 in Review

Oarsman Capital sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 84 shares — an estimated $8.83K sold.

Oarsman Capital first reported a position in IRM in Q3 2024 and held it in 2 quarters. The position peaked at $14.1K in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Oarsman Capital reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 84 Iron Mountain shares in Q1 2025, an estimated $8.83K.
Oarsman Capital first reported a position in Iron Mountain in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Iron Mountain position peaked at $14.1K in Q3 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.