BTC Capital Management’s Iron Mountain IRM Stock Holding History

BTC Capital 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	$361K	Hold	2,861	–	–	0.02%	190
2026 Q1	$292K	Hold	2,861	–	–	0.02%	198
2025 Q4	$237K	Hold	2,861	–	–	0.02%	201
2025 Q3	$292K	Buy	+2,861	New	+$276K	0.02%	189
2024 Q2	–	Sell	-3,403	Closed	-$273K	–	222
2024 Q1	$273K	Buy	+3,403	New	+$246K	0.03%	210
2023 Q3	$253K	Sell	4,255 -1,098	-21%	-$67.1K	0.03%	211
2023 Q2	$304K	Sell	5,353 -3,101	-37%	-$170K	0.03%	198
2023 Q1	$447K	Sell	8,454 -3,042	-26%	-$159K	0.05%	160
2022 Q4	$573K	Hold	11,496	–	–	0.07%	146
2022 Q3	$506K	Buy	11,496 +523	+5%	+$26.4K	0.07%	150
2022 Q2	$535K	Hold	10,973	–	–	0.07%	154
2022 Q1	$608K	Sell	10,973 -3,690	-25%	-$176K	0.06%	158
2021 Q4	$768K	Buy	14,663 +2,918	+25%	+$138K	0.08%	146
2021 Q3	$510K	Hold	11,745	–	–	0.06%	148
2021 Q2	$497K	Sell	11,745 -6,867	-37%	-$288K	0.06%	153
2021 Q1	$689K	Hold	18,612	–	–	0.08%	139
2020 Q4	$549K	Buy	18,612 +8,713	+88%	+$242K	0.07%	154
2020 Q3	$265K	Buy	+9,899	New	+$282K	0.04%	170

Other funds holding IRM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BTC Capital Management's IRM Position: Q2 2026 in Review

BTC Capital Management held its Iron Mountain (IRM) position steady in Q2 2026 at 2,861 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #190.

BTC Capital Management first reported a position in IRM in Q3 2020 and has held it in 18 quarters since. The position peaked at $768K in Q4 2021. 537 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

BTC Capital Management held 2,861 shares of Iron Mountain worth $361K as of Q2 2026.
BTC Capital Management left its Iron Mountain share count unchanged in Q2 2026.
Iron Mountain made up 0.02% of BTC Capital Management's portfolio in Q2 2026, its #190 holding.
BTC Capital Management first reported a position in Iron Mountain in Q3 2020 and has held it in 18 quarters since.
BTC Capital Management's Iron Mountain position peaked at $768K in Q4 2021.
537 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.