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UMB Bank’s Iron Mountain IRM Stock Holding History

UMB Bank’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 		$173K Buy
1,372
+23
+2% +$2.82K ﹤0.01% 787
2026
Q1 		$138K Sell
1,349
-621
-32% -$61.8K ﹤0.01% 827
2025
Q4 		$163K Sell
1,970
-496
-20% -$46.4K ﹤0.01% 738
2025
Q3 		$251K Buy
2,466
+150
+6% +$14.5K ﹤0.01% 563
2025
Q2 		$238K Sell
2,316
-214
-8% -$20.2K ﹤0.01% 563
2025
Q1 		$218K Sell
2,530
-4,148
-62% -$400K ﹤0.01% 560
2024
Q4 		$702K Sell
6,678
-33,862
-84% -$3.98M 0.01% 365
2024
Q3 		$4.82M Sell
40,540
-373
-0.9% -$39.9K 0.08% 160
2024
Q2 		$3.67M Buy
40,913
+39,941
+4,109% +$3.23M 0.06% 179
2024
Q1 		$78K Buy
972
+8
+0.8% +$579 ﹤0.01% 754
2023
Q4 		$67.5K Hold
964
– – ﹤0.01% 782
2023
Q3 		$57.3K Hold
964
– – ﹤0.01% 806
2023
Q2 		$54.8K Hold
964
– – ﹤0.01% 827
2023
Q1 		$51K Sell
964
-10
-1% -$524 ﹤0.01% 834
2022
Q4 		$49K Hold
974
– – ﹤0.01% 854
2022
Q3 		$43K Sell
974
-142
-13% -$7.17K ﹤0.01% 906
2022
Q2 		$55K Hold
1,116
– – ﹤0.01% 893
2022
Q1 		$62K Hold
1,116
– – ﹤0.01% 901
2021
Q4 		$58K Buy
+1,116
New +$52.7K ﹤0.01% 951

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

UMB Bank's IRM Position: Q2 2026 in Review

UMB Bank increased its Iron Mountain (IRM) stake by 1.7% in Q2 2026, buying an estimated $2.82K and bringing the position to 1,372 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

UMB Bank first reported a position in IRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.82M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • UMB Bank held 1,372 shares of Iron Mountain worth $173K as of Q2 2026.
  • UMB Bank bought 23 Iron Mountain shares in Q2 2026, an estimated $2.82K.
  • Iron Mountain made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #787 holding.
  • UMB Bank first reported a position in Iron Mountain in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Iron Mountain position peaked at $4.82M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.