Waterloo Capital’s Iron Mountain IRM Stock Holding History

Waterloo Capital’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	-2,272	Closed	-$232K	–	473
2025 Q3	$232K	Buy	+2,272	New	+$219K	0.02%	412
2024 Q4	–	Sell	-1,754	Closed	-$208K	–	377
2024 Q3	$208K	Buy	+1,754	New	+$188K	0.02%	340

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Waterloo Capital's IRM Position: Q4 2025 in Review

Waterloo Capital sold out of Iron Mountain (IRM) in Q4 2025, closing a stake of 2,272 shares — an estimated $232K sold.

Waterloo Capital first reported a position in IRM in Q3 2024 and held it in 2 quarters. The position peaked at $232K in Q3 2025. 1,006 funds tracked by Wall St. Rank hold IRM as of Q4 2025.

Waterloo Capital reported no remaining Iron Mountain position as of Q4 2025 after selling out during the quarter.
Waterloo Capital sold 2,272 Iron Mountain shares in Q4 2025, an estimated $232K.
Waterloo Capital first reported a position in Iron Mountain in Q3 2024 and held it in 2 quarters.
Waterloo Capital's Iron Mountain position peaked at $232K in Q3 2025.
1,006 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2025.

Based on Waterloo Capital's 13F filing for Q4 2025, filed 10 Feb 2026.