Stevens Capital Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-15,214
| Closed | -$1.26M | – | 266 |
|
|
2025
Q4 | $1.26M | Buy |
+15,214
| New | +$1.42M | 0.44% | 56 |
|
|
2025
Q3 | – | Sell |
-2,769
| Closed | -$284K | – | 297 |
|
|
2025
Q2 | $284K | Buy |
+2,769
| New | +$261K | 0.08% | 186 |
|
|
2025
Q1 | – | Sell |
-3,564
| Closed | -$375K | – | 328 |
|
|
2024
Q4 | $375K | Buy |
3,564
+1,806
| +103% | +$212K | 0.15% | 181 |
|
|
2024
Q3 | $209K | Sell |
1,758
-487
| -22% | -$52.1K | 0.03% | 201 |
|
|
2024
Q2 | $201K | Buy |
+2,245
| New | +$182K | 0.07% | 209 |
|
|
2024
Q1 | – | Sell |
-5,903
| Closed | -$413K | – | 313 |
|
|
2023
Q4 | $413K | Buy |
+5,903
| New | +$370K | 0.1% | 172 |
|
|
2023
Q2 | – | Sell |
-5,934
| Closed | -$314K | – | 275 |
|
|
2023
Q1 | $314K | Sell |
5,934
-139
| -2% | -$7.28K | 0.08% | 153 |
|
|
2022
Q4 | $303K | Buy |
6,073
+865
| +17% | +$43.7K | 0.19% | 87 |
|
|
2022
Q3 | $229K | Buy |
+5,208
| New | +$263K | 0.15% | 118 |
|
|
2021
Q3 | – | Sell |
-5,025
| Closed | -$213K | – | 216 |
|
|
2021
Q2 | $213K | Buy |
+5,025
| New | +$211K | 0.06% | 186 |
|
|
2020
Q1 | – | Sell |
-47,272
| Closed | -$1.51M | – | 215 |
|
|
2019
Q4 | $1.51M | Sell |
47,272
-13,632
| -22% | -$447K | 0.14% | 166 |
|
|
2019
Q3 | $1.97M | Buy |
60,904
+34,804
| +133% | +$1.09M | 0.18% | 152 |
|
|
2019
Q2 | $817K | Sell |
26,100
-125,677
| -83% | -$4.12M | 0.04% | 398 |
|
|
2019
Q1 | $5.38M | Sell |
151,777
-52,758
| -26% | -$1.86M | 0.23% | 140 |
|
|
2018
Q4 | $6.63M | Buy |
204,535
+87,101
| +74% | +$2.86M | 0.34% | 86 |
|
|
2018
Q3 | $4.05M | Buy |
117,434
+7,669
| +7% | +$273K | 0.15% | 182 |
|
|
2018
Q2 | $3.84M | Buy |
+109,765
| New | +$3.71M | 0.14% | 179 |
|
|
2017
Q1 | – | Sell |
-57,177
| Closed | -$1.86M | – | 975 |
|
|
2016
Q4 | $1.86M | Buy |
+57,177
| New | +$1.9M | 0.08% | 327 |
|
|
2016
Q2 | – | Sell |
-69,492
| Closed | -$2.36M | – | 1002 |
|
|
2016
Q1 | $2.36M | Sell |
69,492
-166,763
| -71% | -$4.79M | 0.09% | 259 |
|
|
2015
Q4 | $6.38M | Buy |
236,255
+226,600
| +2,347% | +$6.65M | 0.25% | 118 |
|
|
2015
Q3 | $299K | Sell |
9,655
-5,933
| -38% | -$177K | 0.01% | 699 |
|
|
2015
Q2 | $483K | Sell |
15,588
-2,859
| -15% | -$100K | 0.02% | 623 |
|
|
2015
Q1 | $673K | Buy |
+18,447
| New | +$712K | 0.02% | 505 |
|
|
2014
Q3 | – | Sell |
-42,121
| Closed | -$1.38M | – | 1120 |
|
|
2014
Q2 | $1.38M | Sell |
42,121
-65,327
| -61% | -$1.77M | 0.04% | 436 |
|
|
2014
Q1 | $2.74M | Buy |
+107,448
| New | +$2.75M | 0.07% | 285 |
|
Other funds holding IRM
VPM
VCM
Stevens Capital Management's IRM Position: Q1 2026 in Review
Stevens Capital Management sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 15,214 shares — an estimated $1.26M sold.
Stevens Capital Management first reported a position in IRM in Q1 2014 and held it in 25 quarters. The position peaked at $6.63M in Q4 2018. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.
- Stevens Capital Management reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
- Stevens Capital Management sold 15,214 Iron Mountain shares in Q1 2026, an estimated $1.26M.
- Stevens Capital Management first reported a position in Iron Mountain in Q1 2014 and held it in 25 quarters.
- Stevens Capital Management's Iron Mountain position peaked at $6.63M in Q4 2018.
- 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.
Based on Stevens Capital Management's 13F filing for Q1 2026, filed 11 May 2026.