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Cardiff Park Advisors’s Iron Mountain IRM Stock Holding History

Cardiff Park Advisors’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
Q1 		$278K Buy
+2,725
New +$271K 0.02% 241
2025
Q4 		– Sell
-2,684
Closed -$274K – 369
2025
Q3 		$274K Buy
+2,684
New +$259K 0.02% 246
2024
Q2 		– Sell
-2,578
Closed -$207K – 348
2024
Q1 		$207K Buy
+2,578
New +$187K 0.02% 251

Other funds holding IRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cardiff Park Advisors's IRM Position: Q1 2026 in Review

Cardiff Park Advisors opened a new position in Iron Mountain (IRM) in Q1 2026: 2,725 shares worth $278K. The stake represents 0.02% of the portfolio and ranks #241 among its holdings. This is a return to the name: Cardiff Park Advisors previously reported a position in IRM as recently as Q3 2025.

Cardiff Park Advisors first reported a position in IRM in Q1 2024 and has held it in 3 quarters since. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

  • Cardiff Park Advisors held 2,725 shares of Iron Mountain worth $278K as of Q1 2026.
  • Iron Mountain was a new Cardiff Park Advisors position in Q1 2026.
  • Iron Mountain made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #241 holding.
  • Cardiff Park Advisors first reported a position in Iron Mountain in Q1 2024 and has held it in 3 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.