BAMCO Inc
IRM icon

BAMCO Inc’s Iron Mountain IRM Stock Holding History

BAMCO Inc’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
2026
Q2 		$39.2M Sell
310,721
-214,549
-41% -$26.3M 0.06% 154
2026
Q1 		$53.7M Buy
+525,270
New +$52.3M 0.16% 103
2025
Q4 		– Sell
-436,831
Closed -$44.5M – 347
2025
Q3 		$44.5M Buy
436,831
+329,307
+306% +$31.7M 0.12% 152
2025
Q2 		$11M Buy
+107,524
New +$10.1M 0.03% 219
2025
Q1 		– Sell
-90,138
Closed -$9.47M – 325
2024
Q4 		$9.47M Sell
90,138
-68,976
-43% -$8.1M 0.02% 230
2024
Q3 		$18.9M Buy
+159,114
New +$17M 0.05% 207

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAMCO Inc's IRM Position: Q2 2026 in Review

BAMCO Inc reduced its Iron Mountain (IRM) stake by 41% in Q2 2026, selling an estimated $26.3M and leaving 310,721 shares worth $39.2M. The position accounts for 0.06% of the portfolio, ranked #154.

BAMCO Inc first reported a position in IRM in Q3 2024 and has held it in 6 quarters since. The position peaked at $53.7M in Q1 2026. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • BAMCO Inc held 310,721 shares of Iron Mountain worth $39.2M as of Q2 2026.
  • BAMCO Inc sold 214,549 Iron Mountain shares in Q2 2026, an estimated $26.3M.
  • Iron Mountain made up 0.06% of BAMCO Inc's portfolio in Q2 2026, its #154 holding.
  • BAMCO Inc first reported a position in Iron Mountain in Q3 2024 and has held it in 6 quarters since.
  • BAMCO Inc's Iron Mountain position peaked at $53.7M in Q1 2026.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.