IRM IRON MOUNTAIN INC. DEL. COM

Ownership history in BAMCO INC /NY/  ·  8 quarters on record

AI Ownership Summary

BAMCO INC /NY/ reported IRON MOUNTAIN INC. DEL. COM (IRM) in 8 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.12% in 2025 Q3. The latest visible filing shows IRM at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAMCO INC /NY/'s position in IRON MOUNTAIN INC. DEL. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IRM was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAMCO INC /NY/ held IRM — position size vs. price
% of Fund (quarterly)    IRM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 436,831 +329,307 +306.3% 0.12% $44.5M 2025-11-14 $89.69
2025 Q2 ADDED 107,524 +17,386 +19.3% 0.03% $11.0M 2025-08-14 $88.99
2024 Q4 REDUCED 90,138 -68,976 -43.4% 0.02% $9.5M 2025-02-14 $91.34
2024 Q3 REDUCED 159,114 -634,136 -79.9% 0.05% $18.9M 2024-11-14 $107.61
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BAMCO INC /NY/ and IRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAMCO INC /NY/ reported owning IRM?

BAMCO INC /NY/ reported IRM across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported IRM position in BAMCO INC /NY/'s portfolio?

The largest reported portfolio weight for IRM was 0.12% in 2025 Q3.

What is the latest reported IRM position on this page?

The most recent filing on this page is 2025 Q3, when BAMCO INC /NY/ reported 436,831 shares, equal to 0.12% of portfolio, with an estimated market value of $44.5M.

What does the chart on this IRM ownership page compare?

The chart compares BAMCO INC /NY/'s quarterly IRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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