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 Q2	–	Sell	-2,725	Closed	-$278K	–	378
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cardiff Park Advisors's IRM Position: Q2 2026 in Review

Cardiff Park Advisors sold out of Iron Mountain (IRM) in Q2 2026, closing a stake of 2,725 shares — an estimated $278K sold.

Cardiff Park Advisors first reported a position in IRM in Q1 2024 and held it in 3 quarters. The position peaked at $278K in Q1 2026. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Cardiff Park Advisors reported no remaining Iron Mountain position as of Q2 2026 after selling out during the quarter.
Cardiff Park Advisors sold 2,725 Iron Mountain shares in Q2 2026, an estimated $278K.
Cardiff Park Advisors first reported a position in Iron Mountain in Q1 2024 and held it in 3 quarters.
Cardiff Park Advisors's Iron Mountain position peaked at $278K in Q1 2026.
1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.