Bank Julius Baer & Co
IRM icon

Bank Julius Baer & Co’s Iron Mountain IRM Stock Holding History

Bank Julius Baer & Co’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
Q1 		$39.8K Hold
390
– – ﹤0.01% 614
2025
Q4 		$32.4K Hold
390
– – ﹤0.01% 601
2025
Q3 		$39.8K Buy
+390
New +$37.6K ﹤0.01% 606
2023
Q3 		– Sell
-1,963
Closed -$112K – 540
2023
Q2 		$112K Buy
+1,963
New +$107K ﹤0.01% 445

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank Julius Baer & Co's IRM Position: Q1 2026 in Review

Bank Julius Baer & Co held its Iron Mountain (IRM) position steady in Q1 2026 at 390 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Bank Julius Baer & Co first reported a position in IRM in Q2 2023 and has held it in 4 quarters since. The position peaked at $112K in Q2 2023. 1,087 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Bank Julius Baer & Co held 390 shares of Iron Mountain worth $39.8K as of Q1 2026.
  • Bank Julius Baer & Co left its Iron Mountain share count unchanged in Q1 2026.
  • Iron Mountain made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #614 holding.
  • Bank Julius Baer & Co first reported a position in Iron Mountain in Q2 2023 and has held it in 4 quarters since.
  • Bank Julius Baer & Co's Iron Mountain position peaked at $112K in Q2 2023.
  • 1,087 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.