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BOK Financial’s Iron Mountain IRM Stock Holding History

BOK Financial’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 		$1.52K Buy
+12
New +$1.47K ﹤0.01% 1099
2025
Q4 		– Sell
-121
Closed -$12.3K – 1069
2025
Q3 		$12.3K Sell
121
-587
-83% -$56.6K ﹤0.01% 1005
2025
Q2 		$72.6K Buy
708
+702
+11,700% +$66.2K ﹤0.01% 789
2025
Q1 		$516 Hold
6
– – ﹤0.01% 1220
2024
Q4 		$607 Buy
6
+3
+100% +$352 ﹤0.01% 1230
2024
Q3 		$355 Hold
3
– – ﹤0.01% 1256
2024
Q2 		$269 Sell
3
-18
-86% -$1.46K ﹤0.01% 1141
2024
Q1 		$1.67K Buy
21
+6
+40% +$434 ﹤0.01% 1073
2023
Q4 		$1.05K Buy
15
+12
+400% +$753 ﹤0.01% 1147
2023
Q3 		$177 Sell
3
-80
-96% -$4.89K ﹤0.01% 1149
2023
Q2 		$4.72K Sell
83
-506
-86% -$27.7K ﹤0.01% 976
2023
Q1 		$31.2K Buy
+589
New +$30.9K ﹤0.01% 887

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

BOK Financial's IRM Position: Q2 2026 in Review

BOK Financial opened a new position in Iron Mountain (IRM) in Q2 2026: 12 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings. This is a return to the name: BOK Financial previously reported a position in IRM as recently as Q3 2025.

BOK Financial first reported a position in IRM in Q1 2023 and has held it in 12 quarters since. The position peaked at $72.6K in Q2 2025. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • BOK Financial held 12 shares of Iron Mountain worth $1.52K as of Q2 2026.
  • Iron Mountain was a new BOK Financial position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #1099 holding.
  • BOK Financial first reported a position in Iron Mountain in Q1 2023 and has held it in 12 quarters since.
  • BOK Financial's Iron Mountain position peaked at $72.6K in Q2 2025.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

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