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
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% 298
2018
Q4 		– Sell
-20,000
Closed -$702K – 457
2018
Q3 		$702K Buy
+20,000
New +$712K 0.07% 177

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lido Advisors's IRM Position: Q2 2026 in Review

Lido Advisors increased its Iron Mountain (IRM) stake by 14% in Q2 2026, buying an estimated $361K and bringing the position to 23,651 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #657.

Lido Advisors first reported a position in IRM in Q3 2018 and has held it in 15 quarters since. The position peaked at $10.9M in Q3 2024. 1,170 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Lido Advisors held 23,651 shares of Iron Mountain worth $3.01M as of Q2 2026.
  • Lido Advisors bought 2,943 Iron Mountain shares in Q2 2026, an estimated $361K.
  • Iron Mountain made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #657 holding.
  • Lido Advisors first reported a position in Iron Mountain in Q3 2018 and has held it in 15 quarters since.
  • Lido Advisors's Iron Mountain position peaked at $10.9M in Q3 2024.
  • 1,170 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.