AWM
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Axxcess Wealth Management’s SiriusXM SIRI Stock Holding History

Axxcess 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
2025
Q3 		– Sell
-23,682
Closed -$544K – 962
2025
Q2 		$544K Buy
23,682
+280
+1% +$6.03K 0.01% 569
2025
Q1 		$528K Buy
23,402
+3,248
+16% +$76.5K 0.01% 537
2024
Q4 		$460K Sell
20,154
-72
-0.4% -$1.84K 0.01% 562
2024
Q3 		$478K Buy
20,226
+10,154
+101% +$315K 0.01% 561
2024
Q2 		$285K Buy
10,072
+6,292
+166% +$188K 0.01% 665
2024
Q1 		$147K Buy
3,780
+30
+0.8% +$1.43K ﹤0.01% 838
2023
Q4 		$205K Buy
+3,750
New +$180K 0.01% 779

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Axxcess Wealth Management's SIRI Position: Q3 2025 in Review

Axxcess Wealth Management sold out of SiriusXM (SIRI) in Q3 2025, closing a stake of 23,682 shares — an estimated $544K sold.

Axxcess Wealth Management first reported a position in SIRI in Q4 2023 and held it in 7 quarters. The position peaked at $544K in Q2 2025. 543 funds tracked by Wall St. Rank hold SIRI as of Q3 2025.

  • Axxcess Wealth Management reported no remaining SiriusXM position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 23,682 SiriusXM shares in Q3 2025, an estimated $544K.
  • Axxcess Wealth Management first reported a position in SiriusXM in Q4 2023 and held it in 7 quarters.
  • Axxcess Wealth Management's SiriusXM position peaked at $544K in Q2 2025.
  • 543 funds tracked by Wall St. Rank held SiriusXM as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.