Lido Advisors
IRM icon

Lido Advisors’s Iron Mountain IRM Stock Holding History

Lido 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
Q3 		$2.8M Buy
25,259
+1,608
+7% +$193K 0.01% 668
2026
Q2 		$3.01M Buy
23,651
+2,943
+14% +$361K 0.01% 657
2026
Q1 		$2.13M Sell
20,708
-507
-2% -$50.4K 0.01% 688
2025
Q4 		$2.14M Buy
21,215
+714
+3% +$66.8K 0.01% 698
2025
Q3 		$2.11M Buy
20,501
+2,025
+11% +$195K 0.01% 676
2025
Q2 		$1.91M Sell
18,476
-14,783
-44% -$1.39M 0.01% 602
2025
Q1 		$2.89M Buy
33,259
+6,971
+27% +$672K 0.01% 460
2024
Q4 		$2.78M Sell
26,288
-65,690
-71% -$7.72M 0.01% 445
2024
Q3 		$10.9M Sell
91,978
-5,885
-6% -$629K 0.05% 192
2024
Q2 		$8.83M Buy
97,863
+91,270
+1,384% +$7.39M 0.05% 200
2024
Q1 		$533K Buy
6,593
+1,731
+36% +$125K ﹤0.01% 881
2023
Q4 		$343K Buy
4,862
+858
+21% +$53.8K ﹤0.01% 979
2023
Q3 		$238K Buy
+4,004
New +$245K ﹤0.01% 1016
2020
Q4 		– Sell
-20,750
Closed -$569K – 831
2020
Q3 		$569K Buy
+20,750
New +$590K 0.01% 351
2019
Q3 		– Sell
-16,189
Closed -$513K – 591
2019
Q2 		$513K Buy
+16,189
New +$531K 0.03% 300
2018
Q4 		– Sell
-20,000
Closed -$702K – 457
2018
Q3 		$702K Buy
+20,000
New +$712K 0.07% 177

Other funds holding IRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Lido Advisors's IRM Position: Q3 2026 in Review

Lido Advisors increased its Iron Mountain (IRM) stake by 6.8% in Q3 2026, buying an estimated $193K and bringing the position to 25,259 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #668.

Lido Advisors first reported a position in IRM in Q3 2018 and has held it in 16 quarters since. The position peaked at $10.9M in Q3 2024. 617 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Lido Advisors held 25,259 shares of Iron Mountain worth $2.8M as of Q3 2026.
  • Lido Advisors bought 1,608 Iron Mountain shares in Q3 2026, an estimated $193K.
  • Iron Mountain made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #668 holding.
  • Lido Advisors first reported a position in Iron Mountain in Q3 2018 and has held it in 16 quarters since.
  • Lido Advisors's Iron Mountain position peaked at $10.9M in Q3 2024.
  • 617 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.