Tortoise Investment Management’s Iron Mountain IRM Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-16	Closed	-$1.63K	–	817
2025 Q3	$1.63K	Sell	16 -1	-6%	-$96	﹤0.01%	928
2025 Q2	$1.74K	Buy	17 +12	+240%	+$1.13K	﹤0.01%	835
2025 Q1	$430	Hold	5	–	–	﹤0.01%	778
2024 Q4	$526	Hold	5	–	–	﹤0.01%	827
2024 Q3	$594	Hold	5	–	–	﹤0.01%	835
2024 Q2	$448	Hold	5	–	–	﹤0.01%	847
2024 Q1	$401	Hold	5	–	–	﹤0.01%	831
2023 Q4	$350	Hold	5	–	–	﹤0.01%	759
2023 Q3	$297	Buy	+5	New	+$306	﹤0.01%	773

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Tortoise Investment Management's IRM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 16 shares — an estimated $1.63K sold.

Tortoise Investment Management first reported a position in IRM in Q3 2023 and held it in 9 quarters. The position peaked at $1.74K in Q2 2025. 1,009 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Tortoise Investment Management reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 16 Iron Mountain shares in Q4 2025, an estimated $1.63K.
Tortoise Investment Management first reported a position in Iron Mountain in Q3 2023 and held it in 9 quarters.
Tortoise Investment Management's Iron Mountain position peaked at $1.74K in Q2 2025.
1,009 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.