Bank of America’s Iron Mountain IRM Stock Holding History

Bank of America’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
2025 Q4	–	Sell	-27,000	Closed	-$2.75M	–	7850
2025 Q3	$2.75M	Buy	+27,000	New	+$2.6M	﹤0.01%	4537
2022 Q2	–	Sell	-12,200	Closed	-$676K	–	8184
2022 Q1	$676K	Buy	+12,200	New	+$581K	﹤0.01%	5590
2020 Q1	–	Sell	-66,300	Closed	-$2.11M	–	7030
2019 Q4	$2.11M	Sell	66,300 -11,900	-15%	-$390K	﹤0.01%	3986
2019 Q3	$2.53M	Buy	78,200 +22,000	+39%	+$691K	﹤0.01%	3845
2019 Q2	$1.76M	Buy	+56,200	New	+$1.84M	﹤0.01%	4129
2014 Q4	–	Sell	-11,400	Closed	-$372K	–	7800
2014 Q3	$372K	Sell	11,400 -36,641	-76%	-$1.19M	﹤0.01%	4851
2014 Q2	$1.57M	Sell	48,041 -160,677	-77%	-$4.36M	﹤0.01%	3587
2014 Q1	$5.32M	Buy	208,718 +47,500	+29%	+$1.21M	﹤0.01%	2336
2013 Q4	$4.52M	Buy	161,218 +67,084	+71%	+$1.72M	﹤0.01%	2559
2013 Q3	$2.35M	Buy	94,134 +86,127	+1,076%	+$2.19M	﹤0.01%	3110
2013 Q2	$197K	Buy	+8,007	New	+$258K	﹤0.01%	5630

Other funds holding IRM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America's IRM Position: Q1 2026 in Review

Bank of America reduced its Iron Mountain (IRM) stake by 7.3% in Q1 2026, selling an estimated $11M and leaving 1,399,375 shares worth $143M. The position accounts for 0.01% of the portfolio, ranked #900.

Bank of America first reported a position in IRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $157M in Q4 2017. 1,087 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Bank of America held 1,399,375 shares of Iron Mountain worth $143M as of Q1 2026.
Bank of America sold 110,970 Iron Mountain shares in Q1 2026, an estimated $11M.
Iron Mountain made up 0.01% of Bank of America's portfolio in Q1 2026, its #900 holding.
Bank of America first reported a position in Iron Mountain in Q2 2013 and has held it in 52 quarters since.
Bank of America's Iron Mountain position peaked at $157M in Q4 2017.
1,087 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.