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BOK Financial Private Wealth’s Iron Mountain IRM Stock Holding History

BOK Financial Private Wealth’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 		$2.53K Buy
+20
New +$2.45K ﹤0.01% 599
2025
Q3 		– Sell
-109
Closed -$11.2K – 411
2025
Q2 		$11.2K Buy
+109
New +$10.3K ﹤0.01% 352
2025
Q1 		– Sell
-11
Closed -$1.17K – 577
2024
Q4 		$1.17K Buy
+11
New +$1.29K ﹤0.01% 489

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

BOK Financial Private Wealth's IRM Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Iron Mountain (IRM) in Q2 2026: 20 shares worth $2.53K. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in IRM as recently as Q2 2025.

BOK Financial Private Wealth first reported a position in IRM in Q4 2024 and has held it in 3 quarters since. The position peaked at $11.2K in Q2 2025. 1,174 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • BOK Financial Private Wealth held 20 shares of Iron Mountain worth $2.53K as of Q2 2026.
  • Iron Mountain was a new BOK Financial Private Wealth position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #599 holding.
  • BOK Financial Private Wealth first reported a position in Iron Mountain in Q4 2024 and has held it in 3 quarters since.
  • BOK Financial Private Wealth's Iron Mountain position peaked at $11.2K in Q2 2025.
  • 1,174 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.