DA
IRM icon

DCM Advisors’s Iron Mountain IRM Stock Holding History

DCM 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
2024
Q4 		– Sell
-6,144
Closed -$730K – 43
2024
Q3 		$730K Sell
6,144
-552
-8% -$59K 0.37% 38
2024
Q2 		$600K Buy
6,696
+16
+0.2% +$1.29K 0.32% 40
2024
Q1 		$536K Buy
6,680
+164
+3% +$11.9K 0.22% 49
2023
Q4 		$456K Sell
6,516
-268
-4% -$16.8K 0.16% 79
2023
Q3 		$403K Buy
6,784
+198
+3% +$12.1K 0.18% 62
2023
Q2 		$374K Buy
+6,586
New +$361K 0.16% 63
2022
Q1 		– Sell
-8,108
Closed -$424K – 202
2021
Q4 		$424K Sell
8,108
-3,855
-32% -$182K 0.13% 151
2021
Q3 		$520K Sell
11,963
-106
-0.9% -$4.77K 0.2% 134
2021
Q2 		$511K Buy
12,069
+3,340
+38% +$140K 0.29% 109
2021
Q1 		$323K Sell
8,729
-133
-2% -$4.45K 0.19% 148
2020
Q4 		$261K Buy
+8,862
New +$246K 0.15% 159

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

DCM Advisors's IRM Position: Q4 2024 in Review

DCM Advisors sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 6,144 shares — an estimated $730K sold.

DCM Advisors first reported a position in IRM in Q4 2020 and held it in 11 quarters. The position peaked at $730K in Q3 2024. 1,065 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • DCM Advisors reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • DCM Advisors sold 6,144 Iron Mountain shares in Q4 2024, an estimated $730K.
  • DCM Advisors first reported a position in Iron Mountain in Q4 2020 and held it in 11 quarters.
  • DCM Advisors's Iron Mountain position peaked at $730K in Q3 2024.
  • 1,065 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on DCM Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.