PAM
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Pegasus Asset Management’s Iron Mountain IRM Stock Holding History

Pegasus Asset Management’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
Q3 		– Sell
-1,950
Closed -$200K – 71
2025
Q2 		$200K Buy
+1,950
New +$184K 0.07% 72
2025
Q1 		– Sell
-2,300
Closed -$242K – 66
2024
Q4 		$242K Hold
2,300
– – 0.09% 62
2024
Q3 		$273K Hold
2,300
– – 0.1% 64
2024
Q2 		$206K Sell
2,300
-9,195
-80% -$744K 0.08% 69
2024
Q1 		$922K Hold
11,495
– – 0.36% 48
2023
Q4 		$804K Hold
11,495
– – 0.34% 50
2023
Q3 		$683K Hold
11,495
– – 0.32% 53
2023
Q2 		$653K Buy
11,495
+435
+4% +$23.8K 0.29% 54
2023
Q1 		$585K Hold
11,060
– – 0.29% 54
2022
Q4 		$551K Hold
11,060
– – 0.3% 55
2022
Q3 		$486K Sell
11,060
-435
-4% -$22K 0.27% 60
2022
Q2 		$560K Hold
11,495
– – 0.3% 56
2022
Q1 		$637K Hold
11,495
– – 0.28% 62
2021
Q4 		$602K Sell
11,495
-80
-0.7% -$3.78K 0.25% 65
2021
Q3 		$503K Sell
11,575
-720
-6% -$32.4K 0.23% 66
2021
Q2 		$520K Hold
12,295
– – 0.24% 64
2021
Q1 		$455K Hold
12,295
– – 0.23% 65
2020
Q4 		$362K Sell
12,295
-60
-0.5% -$1.67K 0.2% 65
2020
Q3 		$331K Buy
12,355
+405
+3% +$11.5K 0.21% 65
2020
Q2 		$312K Hold
11,950
– – 0.21% 62
2020
Q1 		$284K Buy
11,950
+970
+9% +$29.4K 0.23% 60
2019
Q4 		$350K Buy
10,980
+850
+8% +$27.9K 0.23% 64
2019
Q3 		$328K Buy
10,130
+2,245
+28% +$70.5K 0.24% 62
2019
Q2 		$247K Sell
7,885
-270
-3% -$8.85K 0.19% 66
2019
Q1 		$289K Buy
8,155
+770
+10% +$27.2K 0.24% 62
2018
Q4 		$239K Sell
7,385
-255
-3% -$8.36K 0.23% 63
2018
Q3 		$264K Hold
7,640
– – 0.22% 63
2018
Q2 		$267K Buy
7,640
+120
+2% +$4.05K 0.25% 62
2018
Q1 		$247K Buy
+7,520
New +$253K 0.24% 65

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pegasus Asset Management's IRM Position: Q3 2025 in Review

Pegasus Asset Management sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 1,950 shares — an estimated $200K sold.

Pegasus Asset Management first reported a position in IRM in Q1 2018 and held it in 29 quarters. The position peaked at $922K in Q1 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

  • Pegasus Asset Management reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
  • Pegasus Asset Management sold 1,950 Iron Mountain shares in Q3 2025, an estimated $200K.
  • Pegasus Asset Management first reported a position in Iron Mountain in Q1 2018 and held it in 29 quarters.
  • Pegasus Asset Management's Iron Mountain position peaked at $922K in Q1 2024.
  • 1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Pegasus Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.