BCO Wealth Management’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$540K Hold
4,275
0.29% 20
2026
Q1
$437K Hold
4,275
0.26% 24
2025
Q4
$355K Hold
4,275
0.22% 26
2025
Q3
$436K Hold
4,275
0.29% 24
2025
Q2
$438K Hold
4,275
0.31% 20
2025
Q1
$368K Hold
4,275
0.29% 21
2024
Q4
$449K Buy
+4,275
New +$502K 0.37% 21

Other funds holding IRM

BCO Wealth Management's IRM Position: Q2 2026 in Review

BCO Wealth Management held its Iron Mountain (IRM) position steady in Q2 2026 at 4,275 shares worth $540K. The position accounts for 0.29% of the portfolio, ranked #20.

BCO Wealth Management first reported a position in IRM in Q4 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • BCO Wealth Management held 4,275 shares of Iron Mountain worth $540K as of Q2 2026.
  • BCO Wealth Management left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up 0.29% of BCO Wealth Management's portfolio in Q2 2026, its #20 holding.
  • BCO Wealth Management first reported a position in Iron Mountain in Q4 2024 and has held it in 7 quarters since.
  • 295 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.