Optima Capital’s Iron Mountain IRM Stock Holding History

Optima 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	–	Sell	-124	Closed	-$10.4K	–	722
2025 Q4	$10.4K	Buy	+124	New	+$11.6K	﹤0.01%	515

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

Optima Capital's IRM Position: Q1 2026 in Review

Optima Capital sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 124 shares — an estimated $10.4K sold.

Optima Capital first reported a position in IRM in Q4 2025 and held it in 1 quarter. The position peaked at $10.4K in Q4 2025. 1,083 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Optima Capital reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 124 Iron Mountain shares in Q1 2026, an estimated $10.4K.
Optima Capital first reported a position in Iron Mountain in Q4 2025 and held it in 1 quarter.
Optima Capital's Iron Mountain position peaked at $10.4K in Q4 2025.
1,083 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.