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Buckingham Capital Management (Ohio)’s Iron Mountain IRM Stock Holding History

Buckingham Capital Management (Ohio)’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
2024
Q4 		$366K Hold
3,483
– – 0.04% 105
2024
Q3 		$414K Hold
3,483
– – 0.05% 107
2024
Q2 		$312K Hold
3,483
– – 0.04% 115
2024
Q1 		$279K Hold
3,483
– – 0.03% 115
2023
Q4 		$244K Buy
+3,483
New +$218K 0.03% 110

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s IRM Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) held its Iron Mountain (IRM) position steady in Q4 2024 at 3,483 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #105.

Buckingham Capital Management (Ohio) first reported a position in IRM in Q4 2023 and has held it in 5 quarters since. The position peaked at $414K in Q3 2024. 1,065 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 3,483 shares of Iron Mountain worth $366K as of Q4 2024.
  • Buckingham Capital Management (Ohio) left its Iron Mountain share count unchanged in Q4 2024.
  • Iron Mountain made up 0.04% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #105 holding.
  • Buckingham Capital Management (Ohio) first reported a position in Iron Mountain in Q4 2023 and has held it in 5 quarters since.
  • Buckingham Capital Management (Ohio)'s Iron Mountain position peaked at $414K in Q3 2024.
  • 1,065 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.