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Bay Harbor Wealth Management’s Iron Mountain IRM Stock Holding History

Bay Harbor Wealth Management’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 		$2.15K Buy
+17
New +$2.08K ﹤0.01% 628
2026
Q1 		– Sell
-18
Closed -$1.51K – 1324
2025
Q4 		$1.51K Sell
18
-702
-98% -$65.7K ﹤0.01% 541
2025
Q3 		$74K Buy
720
+17
+2% +$1.64K 0.02% 100
2025
Q2 		$72.6K Sell
703
-158
-18% -$14.9K 0.02% 103
2025
Q1 		$74.8K Sell
861
-20
-2% -$1.93K 0.02% 91
2024
Q4 		$93.2K Buy
881
+34
+4% +$4K 0.03% 77
2024
Q3 		$101K Sell
847
-43
-5% -$4.6K 0.03% 63
2024
Q2 		$80.3K Sell
890
-131
-13% -$10.6K 0.03% 79
2024
Q1 		$82.6K Sell
1,021
-15
-1% -$1.09K 0.03% 77
2023
Q4 		$73.2K Buy
1,036
+1
+0.1% +$63 0.03% 83
2023
Q3 		$62.2K Buy
1,035
+14
+1% +$856 0.03% 85
2023
Q2 		$58.6K Sell
1,021
-75
-7% -$4.11K 0.02% 87
2023
Q1 		$58.7K Buy
1,096
+2
+0.2% +$105 0.02% 89
2022
Q4 		$55K Sell
1,094
-1
-0.1% -$50 0.02% 91
2022
Q3 		$49K Buy
1,095
+5
+0.5% +$252 0.02% 95
2022
Q2 		$54K Buy
1,090
+2
+0.2% +$105 0.02% 98
2022
Q1 		$60K Buy
+1,088
New +$51.8K 0.02% 104

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 $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's IRM Position: Q2 2026 in Review

Bay Harbor Wealth Management opened a new position in Iron Mountain (IRM) in Q2 2026: 17 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings. This is a return to the name: Bay Harbor Wealth Management previously reported a position in IRM as recently as Q4 2025.

Bay Harbor Wealth Management first reported a position in IRM in Q1 2022 and has held it in 17 quarters since. The position peaked at $101K in Q3 2024. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Bay Harbor Wealth Management held 17 shares of Iron Mountain worth $2.15K as of Q2 2026.
  • Iron Mountain was a new Bay Harbor Wealth Management position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #628 holding.
  • Bay Harbor Wealth Management first reported a position in Iron Mountain in Q1 2022 and has held it in 17 quarters since.
  • Bay Harbor Wealth Management's Iron Mountain position peaked at $101K in Q3 2024.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.