Cardinal Point Capital Management’s Iron Mountain IRM Stock Holding History

Cardinal Point 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	$640K	Sell	5,033 -872	-15%	-$107K	0.04%	162
2026 Q1	$608K	Sell	5,905 -1,705	-22%	-$170K	0.04%	162
2025 Q4	$638K	Sell	7,610 -590	-7%	-$55.2K	0.04%	137
2025 Q3	$838K	Hold	8,200	–	–	0.06%	121
2025 Q2	$848K	Hold	8,200	–	–	0.07%	111
2025 Q1	$714K	Sell	8,200 -2,000	-20%	-$193K	0.07%	98
2024 Q4	$1.08M	Buy	+10,200	New	+$1.2M	0.17%	34
2023 Q2	–	Sell	-9,500	Closed	-$509K	–	75
2023 Q1	$509K	Buy	9,500 +1,700	+22%	+$89.1K	0.15%	53
2022 Q4	$394K	Buy	+7,800	New	+$394K	0.14%	47

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

Cardinal Point Capital Management's IRM Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Iron Mountain (IRM) stake by 15% in Q2 2026, selling an estimated $107K and leaving 5,033 shares worth $640K. The position accounts for 0.04% of the portfolio, ranked #162.

Cardinal Point Capital Management first reported a position in IRM in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.08M in Q4 2024. 1,165 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

Cardinal Point Capital Management held 5,033 shares of Iron Mountain worth $640K as of Q2 2026.
Cardinal Point Capital Management sold 872 Iron Mountain shares in Q2 2026, an estimated $107K.
Iron Mountain made up 0.04% of Cardinal Point Capital Management's portfolio in Q2 2026, its #162 holding.
Cardinal Point Capital Management first reported a position in Iron Mountain in Q4 2022 and has held it in 9 quarters since.
Cardinal Point Capital Management's Iron Mountain position peaked at $1.08M in Q4 2024.
1,165 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.