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IBM Retirement Fund’s Iron Mountain IRM Stock Holding History

IBM Retirement Fund’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
2022
Q2 		– Sell
-4,507
Closed -$250K – 239
2022
Q1 		$250K Sell
4,507
-266
-6% -$12.7K 0.04% 447
2021
Q4 		$250K Sell
4,773
-3,363
-41% -$159K 0.03% 482
2021
Q3 		$354K Hold
8,136
– – 0.03% 514
2021
Q2 		$344K Sell
8,136
-1,720
-17% -$72.1K 0.03% 536
2021
Q1 		$365K Sell
9,856
-672
-6% -$22.5K 0.03% 553
2020
Q4 		$310K Buy
10,528
+1,236
+13% +$34.3K 0.02% 598
2020
Q3 		$249K Buy
+9,292
New +$264K 0.02% 580
2018
Q2 		– Sell
-6,209
Closed -$204K – 503
2018
Q1 		$204K Buy
+6,209
New +$209K 0.04% 502
2017
Q1 		– Sell
-20,835
Closed -$677K – 537
2016
Q4 		$677K Sell
20,835
-3,717
-15% -$124K 0.03% 478
2016
Q3 		$921K Sell
24,552
-6,291
-20% -$243K 0.05% 415
2016
Q2 		$1.28M Buy
30,843
+9,612
+45% +$350K 0.05% 391
2016
Q1 		$720K Sell
21,231
-29,722
-58% -$854K 0.03% 525
2015
Q4 		$1.38M Buy
50,953
+5,962
+13% +$175K 0.03% 626
2015
Q3 		$1.4M Sell
44,991
-6,326
-12% -$189K 0.03% 535
2015
Q2 		$1.59M Buy
51,317
+5,722
+13% +$200K 0.03% 580
2015
Q1 		$1.66M Sell
45,595
-85
-0.2% -$3.28K 0.03% 564
2014
Q4 		$1.77M Buy
45,680
+8,872
+24% +$323K 0.03% 528
2014
Q3 		$1.2M Sell
36,808
-10,366
-22% -$336K 0.02% 611
2014
Q2 		$1.54M Sell
47,174
-217
-0.5% -$5.89K 0.03% 590
2014
Q1 		$1.21M Sell
47,391
-26,213
-36% -$671K 0.02% 665
2013
Q4 		$2.06M Sell
73,604
-2,964
-4% -$75.9K 0.03% 611
2013
Q3 		$1.91M Sell
76,568
-10,521
-12% -$267K 0.03% 644
2013
Q2 		$2.14M Buy
+87,089
New +$2.81M 0.03% 616

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IBM Retirement Fund's IRM Position: Q2 2022 in Review

IBM Retirement Fund sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 4,507 shares — an estimated $250K sold.

IBM Retirement Fund first reported a position in IRM in Q2 2013 and held it in 23 quarters. The position peaked at $2.14M in Q2 2013. 766 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • IBM Retirement Fund reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 4,507 Iron Mountain shares in Q2 2022, an estimated $250K.
  • IBM Retirement Fund first reported a position in Iron Mountain in Q2 2013 and held it in 23 quarters.
  • IBM Retirement Fund's Iron Mountain position peaked at $2.14M in Q2 2013.
  • 766 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on IBM Retirement Fund's 13F filing for Q2 2022, filed 20 Jul 2022.