Trifecta Capital Advisors’s Iron Mountain IRM Stock Holding History

Trifecta Capital Advisors’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	-27	Closed	-$2.75K	–	355
2025 Q3	$2.75K	Hold	27	–	–	﹤0.01%	308
2025 Q2	$2.77K	Hold	27	–	–	﹤0.01%	310
2025 Q1	$2.32K	Hold	27	–	–	﹤0.01%	293
2024 Q4	$2.84K	Hold	27	–	–	﹤0.01%	270
2024 Q3	$3.21K	Hold	27	–	–	﹤0.01%	269
2024 Q2	$2.42K	Hold	27	–	–	﹤0.01%	289
2024 Q1	$2.17K	Hold	27	–	–	﹤0.01%	301
2023 Q4	$1.89K	Hold	27	–	–	﹤0.01%	337
2023 Q3	$1.61K	Hold	27	–	–	﹤0.01%	333
2023 Q2	$1.53K	Hold	27	–	–	﹤0.01%	337
2023 Q1	$1.43K	Hold	27	–	–	﹤0.01%	340
2022 Q4	$1.35K	Buy	+27	New	+$1.36K	﹤0.01%	351

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

Trifecta Capital Advisors's IRM Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 27 shares — an estimated $2.75K sold.

Trifecta Capital Advisors first reported a position in IRM in Q4 2022 and held it in 12 quarters. The position peaked at $3.21K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Trifecta Capital Advisors reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 27 Iron Mountain shares in Q4 2025, an estimated $2.75K.
Trifecta Capital Advisors first reported a position in Iron Mountain in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Iron Mountain position peaked at $3.21K in Q3 2024.
1,010 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.