LM Advisors’s Iris Energy IREN Stock Holding History

LM Advisors’s Portfolio IREN Stock Details IREN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$682K	Buy	14,913 +14,446	+3,093%	+$751K	0.08%	138
2026 Q1	$13.6K	Buy	467 +74	+19%	+$3.34K	0.22%	82
2025 Q4	$10.4K	Sell	393 -5,650	-93%	-$291K	0.19%	91
2025 Q3	$284K	Buy	+6,043	New	+$147K	0.04%	176

Other funds holding IREN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LM Advisors's IREN Position: Q2 2026 in Review

LM Advisors increased its Iris Energy (IREN) stake by 3,093% in Q2 2026, buying an estimated $751K and bringing the position to 14,913 shares worth $682K. The position accounts for 0.08% of the portfolio, ranked #138.

LM Advisors first reported a position in IREN in Q3 2025 and has held it in 4 quarters since. 674 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

LM Advisors held 14,913 shares of Iris Energy worth $682K as of Q2 2026.
LM Advisors bought 14,446 Iris Energy shares in Q2 2026, an estimated $751K.
Iris Energy made up 0.08% of LM Advisors's portfolio in Q2 2026, its #138 holding.
LM Advisors first reported a position in Iris Energy in Q3 2025 and has held it in 4 quarters since.
674 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.