Bank of Montreal’s Iron Mountain IRM Stock Holding History

Bank of Montreal’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 Q1	–	Sell	-19,500	Closed	-$2.05M	–	3616
2024 Q4	$2.05M	Sell	19,500 -11,500	-37%	-$1.35M	﹤0.01%	1539
2024 Q3	$3.62M	Buy	+31,000	New	+$3.32M	﹤0.01%	1456
2016 Q2	–	Sell	-1,000	Closed	-$34K	–	4201
2016 Q1	$34K	Sell	1,000 -2,000	-67%	-$57.4K	﹤0.01%	3197
2015 Q4	$81K	Buy	+3,000	New	+$88K	﹤0.01%	2856
2015 Q1	–	Sell	-44,440	Closed	-$1.72M	–	4082
2014 Q4	$1.72M	Sell	44,440 -44,550	-50%	-$1.62M	﹤0.01%	1466
2014 Q3	$2.91M	Sell	88,990 -99,278	-53%	-$3.22M	﹤0.01%	1308
2014 Q2	$6.17M	Buy	188,268 +36,463	+24%	+$989K	0.01%	1013
2014 Q1	$3.87M	Buy	151,805 +118,588	+357%	+$3.03M	0.01%	1037
2013 Q4	$932K	Buy	+33,217	New	+$851K	﹤0.01%	1499

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 Montreal's IRM Position: Q1 2026 in Review

Bank of Montreal reduced its Iron Mountain (IRM) stake by 7% in Q1 2026, selling an estimated $3.02M and leaving 406,013 shares worth $41.5M. The position accounts for 0.02% of the portfolio, ranked #601.

Bank of Montreal first reported a position in IRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $74.6M in Q3 2024. 1,087 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Bank of Montreal held 406,013 shares of Iron Mountain worth $41.5M as of Q1 2026.
Bank of Montreal sold 30,332 Iron Mountain shares in Q1 2026, an estimated $3.02M.
Iron Mountain made up 0.02% of Bank of Montreal's portfolio in Q1 2026, its #601 holding.
Bank of Montreal first reported a position in Iron Mountain in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Iron Mountain position peaked at $74.6M in Q3 2024.
1,087 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

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