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Shelton Capital Management’s Iron Mountain IRM Stock Holding History

Shelton 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
2026
Q1 		– Sell
-25,663
Closed -$2.13M – 759
2025
Q4 		$2.13M Hold
25,663
– – 0.04% 218
2025
Q3 		$2.62M Hold
25,663
– – 0.06% 199
2025
Q2 		$2.63M Sell
25,663
-15,000
-37% -$1.41M 0.06% 205
2025
Q1 		$3.5M Hold
40,663
– – 0.08% 183
2024
Q4 		$4.27M Buy
40,663
+292
+0.7% +$34.3K 0.11% 168
2024
Q3 		$4.8M Buy
40,371
+13,000
+47% +$1.39M 0.12% 154
2024
Q2 		$2.45M Sell
27,371
-80,800
-75% -$6.54M 0.07% 223
2024
Q1 		$8.68M Sell
108,171
-46,499
-30% -$3.37M 0.25% 97
2023
Q4 		$10.8M Buy
154,670
+42,501
+38% +$2.67M 0.34% 68
2023
Q3 		$6.67M Buy
112,169
+53,400
+91% +$3.26M 0.24% 100
2023
Q2 		$3.34M Buy
58,769
+19,300
+49% +$1.06M 0.12% 175
2023
Q1 		$2.09M Buy
+39,469
New +$2.07M 0.09% 203
2022
Q1 		– Sell
-1,369
Closed -$72K – 839
2021
Q4 		$72K Buy
+1,369
New +$64.7K ﹤0.01% 835
2019
Q3 		– Sell
-105,969
Closed -$3.32M – 846
2019
Q2 		$3.32M Buy
105,969
+105,768
+52,621% +$3.47M 0.19% 103
2019
Q1 		$5.67K Buy
+201
New +$7.1K 0.02% 547

Other funds holding IRM

BlackRock
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Shelton Capital Management sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 25,663 shares — an estimated $2.13M sold.

Shelton Capital Management first reported a position in IRM in Q1 2019 and held it in 15 quarters. The position peaked at $10.8M in Q4 2023. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Shelton Capital Management reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
  • Shelton Capital Management sold 25,663 Iron Mountain shares in Q1 2026, an estimated $2.13M.
  • Shelton Capital Management first reported a position in Iron Mountain in Q1 2019 and held it in 15 quarters.
  • Shelton Capital Management's Iron Mountain position peaked at $10.8M in Q4 2023.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

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