BWM
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BCO Wealth Management’s Iron Mountain IRM Stock Holding History

BCO 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
Q3 		$474K Hold
4,275
– – 0.26% 22
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BCO Wealth Management's IRM Position: Q3 2026 in Review

BCO Wealth Management held its Iron Mountain (IRM) position steady in Q3 2026 at 4,275 shares worth $474K. The position accounts for 0.26% of the portfolio, ranked #22.

BCO Wealth Management first reported a position in IRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $540K in Q2 2026. 404 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • BCO Wealth Management held 4,275 shares of Iron Mountain worth $474K as of Q3 2026.
  • BCO Wealth Management left its Iron Mountain share count unchanged in Q3 2026.
  • Iron Mountain made up 0.26% of BCO Wealth Management's portfolio in Q3 2026, its #22 holding.
  • BCO Wealth Management first reported a position in Iron Mountain in Q4 2024 and has held it in 8 quarters since.
  • BCO Wealth Management's Iron Mountain position peaked at $540K in Q2 2026.
  • 404 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.