AWM
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Abound Wealth Management’s SiriusXM SIRI Stock Holding History

Abound Wealth Management’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9K Hold
810
– – ﹤0.01% 345
2026
Q1 		$18.7K Hold
810
– – ﹤0.01% 415
2025
Q4 		$16.2K Hold
810
– – ﹤0.01% 406
2025
Q3 		$18.9K Hold
810
– – ﹤0.01% 371
2025
Q2 		$18.6K Sell
810
-20
-2% -$430 0.01% 343
2025
Q1 		$18.7K Hold
830
– – 0.01% 301
2024
Q4 		$18.9K Sell
830
-339
-29% -$8.64K 0.01% 288
2024
Q3 		$27.6K Buy
1,169
+2
+0.2% +$62 0.01% 244
2024
Q2 		$33K Buy
1,167
+2
+0.2% +$60 0.01% 199
2024
Q1 		$45.2K Buy
1,165
+1
+0.1% +$48 0.02% 157
2023
Q4 		$63.7K Buy
1,164
+1
+0.1% +$48 0.03% 118
2023
Q3 		$52.6K Sell
1,163
-11
-0.9% -$511 0.02% 125
2023
Q2 		$53.2K Buy
1,174
+13
+1% +$491 0.02% 123
2023
Q1 		$46.1K Buy
1,161
+6
+0.5% +$287 0.02% 131
2022
Q4 		$67.4K Buy
1,155
+5
+0.4% +$307 0.03% 89
2022
Q3 		$65.7K Buy
1,150
+4
+0.3% +$251 0.04% 93
2022
Q2 		$70.3K Buy
1,146
+4
+0.4% +$248 0.04% 56
2022
Q1 		$75.6K Buy
1,142
+48
+4% +$3.02K 0.05% 58
2021
Q4 		$69.4K Buy
+1,094
New +$68.4K 0.05% 58

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Abound Wealth Management's SIRI Position: Q2 2026 in Review

Abound Wealth Management held its SiriusXM (SIRI) position steady in Q2 2026 at 810 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Abound Wealth Management first reported a position in SIRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $75.6K in Q1 2022. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Abound Wealth Management held 810 shares of SiriusXM worth $23.9K as of Q2 2026.
  • Abound Wealth Management left its SiriusXM share count unchanged in Q2 2026.
  • SiriusXM made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Abound Wealth Management first reported a position in SiriusXM in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's SiriusXM position peaked at $75.6K in Q1 2022.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.