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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lido Advisors's IRM Position: Q1 2026 in Review

Lido Advisors reduced its Iron Mountain (IRM) stake by 2.4% in Q1 2026, selling an estimated $50.4K and leaving 20,708 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #688.

Lido Advisors first reported a position in IRM in Q3 2018 and has held it in 14 quarters since. The position peaked at $10.9M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Lido Advisors held 20,708 shares of Iron Mountain worth $2.13M as of Q1 2026.
Lido Advisors sold 507 Iron Mountain shares in Q1 2026, an estimated $50.4K.
Iron Mountain made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #688 holding.
Lido Advisors first reported a position in Iron Mountain in Q3 2018 and has held it in 14 quarters since.
Lido Advisors's Iron Mountain position peaked at $10.9M in Q3 2024.
1,082 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.