Prelude Capital Management’s Iron Mountain IRM Stock Holding History

Prelude Capital 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 Q1	–	Sell	-6,000	Closed	-$631K	–	1366
2024 Q4	$631K	Hold	6,000	–	–	0.04%	504
2024 Q3	$713K	Hold	6,000	–	–	0.04%	489
2024 Q2	$538K	Hold	6,000	–	–	0.04%	512
2024 Q1	$481K	Hold	6,000	–	–	0.03%	651
2023 Q4	$420K	Sell	6,000 -3,300	-35%	-$207K	0.03%	592
2023 Q3	$553K	Sell	9,300 -5,100	-35%	-$312K	0.04%	441
2023 Q2	$818K	Hold	14,400	–	–	0.05%	337
2023 Q1	$762K	Sell	14,400 -3,700	-20%	-$194K	0.05%	362
2022 Q4	$902K	Buy	+18,100	New	+$914K	0.05%	412
2019 Q1	–	Sell	-1,300	Closed	-$42K	–	1962
2018 Q4	$42K	Sell	1,300 -3,100	-70%	-$102K	﹤0.01%	1144
2018 Q3	$152K	Buy	+4,400	New	+$157K	0.01%	849

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

Prelude Capital Management's IRM Position: Q1 2026 in Review

Prelude Capital Management sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 4,674 shares — an estimated $388K sold.

Prelude Capital Management first reported a position in IRM in Q3 2018 and held it in 6 quarters. The position peaked at $840K in Q3 2019. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Prelude Capital Management reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
Prelude Capital Management sold 4,674 Iron Mountain shares in Q1 2026, an estimated $388K.
Prelude Capital Management first reported a position in Iron Mountain in Q3 2018 and held it in 6 quarters.
Prelude Capital Management's Iron Mountain position peaked at $840K in Q3 2019.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.