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Tidemark’s Iron Mountain IRM Stock Holding History

Tidemark’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 		$16.2K Hold
128
– – ﹤0.01% 446
2026
Q1 		$13.1K Buy
128
+3
+2% +$298 ﹤0.01% 433
2025
Q4 		$10.4K Hold
125
– – ﹤0.01% 426
2025
Q3 		$12.7K Hold
125
– – ﹤0.01% 424
2025
Q2 		$12.8K Hold
125
– – ﹤0.01% 418
2025
Q1 		$10.8K Hold
125
– – ﹤0.01% 426
2024
Q4 		$13.1K Hold
125
– – 0.01% 399
2024
Q3 		$14.9K Hold
125
– – 0.01% 381
2024
Q2 		$11.2K Sell
125
-29
-19% -$2.35K 0.01% 400
2024
Q1 		$12.4K Hold
154
– – 0.01% 411
2023
Q4 		$10.8K Buy
+154
New +$9.66K 0.01% 414

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

Tidemark's IRM Position: Q2 2026 in Review

Tidemark held its Iron Mountain (IRM) position steady in Q2 2026 at 128 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Tidemark first reported a position in IRM in Q4 2023 and has held it in 11 quarters since. 1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Tidemark held 128 shares of Iron Mountain worth $16.2K as of Q2 2026.
  • Tidemark left its Iron Mountain share count unchanged in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #446 holding.
  • Tidemark first reported a position in Iron Mountain in Q4 2023 and has held it in 11 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.