Bank of Montreal
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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
Q2 		– Sell
-2,500
Closed -$215K – 3634
2025
Q1 		$215K Hold
2,500
– – ﹤0.01% 2699
2024
Q4 		$263K Hold
2,500
– – ﹤0.01% 2620
2024
Q3 		$292K Buy
+2,500
New +$267K ﹤0.01% 2797
2015
Q1 		– Sell
-44,000
Closed -$1.7M – 4083
2014
Q4 		$1.7M Sell
44,000
-165,000
-79% -$6M ﹤0.01% 1473
2014
Q3 		$6.82M Buy
209,000
+73,209
+54% +$2.37M 0.01% 973
2014
Q2 		$4.45M Buy
135,791
+48,041
+55% +$1.3M 0.01% 1131
2014
Q1 		$2.24M Buy
87,750
+87,209
+16,120% +$2.23M ﹤0.01% 1280
2013
Q4 		$15K Buy
+541
New +$13.9K ﹤0.01% 3304

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 of Montreal's IRM Position: Q2 2026 in Review

Bank of Montreal increased its Iron Mountain (IRM) stake by 12% in Q2 2026, buying an estimated $5.85M and bringing the position to 453,715 shares worth $57.3M. The position accounts for 0.02% of the portfolio, ranked #563.

Bank of Montreal first reported a position in IRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $74.6M in Q3 2024. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Bank of Montreal held 453,715 shares of Iron Mountain worth $57.3M as of Q2 2026.
  • Bank of Montreal bought 47,702 Iron Mountain shares in Q2 2026, an estimated $5.85M.
  • Iron Mountain made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #563 holding.
  • Bank of Montreal first reported a position in Iron Mountain in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Iron Mountain position peaked at $74.6M in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.