Sierra Ocean’s Iron Mountain IRM Stock Holding History

Sierra Ocean’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	-38	Closed	-$3.91K	–	491
2025 Q2	$3.91K	Hold	38	–	–	﹤0.01%	627
2025 Q1	$3.28K	Buy	38 +11	+41%	+$1.06K	﹤0.01%	672
2024 Q4	$2.85K	Buy	+27	New	+$3.17K	﹤0.01%	707

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Sierra Ocean's IRM Position: Q3 2025 in Review

Sierra Ocean sold out of Iron Mountain (IRM) in Q3 2025, closing a stake of 38 shares — an estimated $3.91K sold.

Sierra Ocean first reported a position in IRM in Q4 2024 and held it in 3 quarters. The position peaked at $3.91K in Q2 2025. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

Sierra Ocean reported no remaining Iron Mountain position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 38 Iron Mountain shares in Q3 2025, an estimated $3.91K.
Sierra Ocean first reported a position in Iron Mountain in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Iron Mountain position peaked at $3.91K in Q2 2025.
1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.