Lloyd Advisory Services’s Iron Mountain IRM Stock Holding History

Lloyd Advisory Services’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	–	Sell	-47	Closed	-$3.9K	–	950
2025 Q4	$3.9K	Buy	+47	New	+$4.4K	﹤0.01%	423
2022 Q1	–	Hold	0	–	–	–	282

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

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

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

Lloyd Advisory Services's IRM Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Iron Mountain (IRM) in Q1 2026, closing a stake of 47 shares — an estimated $3.9K sold.

Lloyd Advisory Services first reported a position in IRM in Q4 2025 and held it in 1 quarter. The position peaked at $3.9K in Q4 2025. 1,088 funds tracked by Wall St. Rank hold IRM as of Q1 2026.

Lloyd Advisory Services reported no remaining Iron Mountain position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 47 Iron Mountain shares in Q1 2026, an estimated $3.9K.
Lloyd Advisory Services first reported a position in Iron Mountain in Q4 2025 and held it in 1 quarter.
Lloyd Advisory Services's Iron Mountain position peaked at $3.9K in Q4 2025.
1,088 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.