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
Q2 		$49.3K Hold
390
– – ﹤0.01% 591
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
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 $3.38T AUM 44.17% 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

Bank Julius Baer & Co's IRM Position: Q2 2026 in Review

Bank Julius Baer & Co held its Iron Mountain (IRM) position steady in Q2 2026 at 390 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Bank Julius Baer & Co first reported a position in IRM in Q2 2023 and has held it in 5 quarters since. The position peaked at $112K in Q2 2023. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Bank Julius Baer & Co held 390 shares of Iron Mountain worth $49.3K as of Q2 2026.
  • Bank Julius Baer & Co left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #591 holding.
  • Bank Julius Baer & Co first reported a position in Iron Mountain in Q2 2023 and has held it in 5 quarters since.
  • Bank Julius Baer & Co's Iron Mountain position peaked at $112K in Q2 2023.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.