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Geller Advisors’s Iron Mountain IRM Stock Holding History

Geller 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 		$348K Sell
3,288
-85
-3% -$9.99K 0.02% 181
2024
Q3 		$403K Buy
3,373
+96
+3% +$10.3K 0.03% 168
2024
Q2 		$296K Buy
3,277
+79
+2% +$6.39K 0.02% 205
2024
Q1 		$259K Buy
3,198
+16
+0.5% +$1.16K 0.02% 228
2023
Q4 		$225K Sell
3,182
-323
-9% -$20.3K 0.02% 247
2023
Q3 		$211K Buy
+3,505
New +$214K 0.02% 237

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 $1.6B AUM 20.7% 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

Geller Advisors's IRM Position: Q4 2024 in Review

Geller Advisors reduced its Iron Mountain (IRM) stake by 2.5% in Q4 2024, selling an estimated $9.99K and leaving 3,288 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #181.

Geller Advisors first reported a position in IRM in Q3 2023 and has held it in 6 quarters since. The position peaked at $403K in Q3 2024. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Geller Advisors held 3,288 shares of Iron Mountain worth $348K as of Q4 2024.
  • Geller Advisors sold 85 Iron Mountain shares in Q4 2024, an estimated $9.99K.
  • Iron Mountain made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #181 holding.
  • Geller Advisors first reported a position in Iron Mountain in Q3 2023 and has held it in 6 quarters since.
  • Geller Advisors's Iron Mountain position peaked at $403K in Q3 2024.
  • 1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.