Bank of Montreal’s SiriusXM SIRI Stock Holding History

Bank of Montreal’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
2024 Q2	–	Sell	-142,680	Closed	-$5.54M	–	4205
2024 Q1	$5.54M	Sell	142,680 -10,000	-7%	-$476K	﹤0.01%	1179
2023 Q4	$8.47M	Buy	152,680 +137,680	+918%	+$6.61M	﹤0.01%	1090
2023 Q3	$639K	Buy	+15,000	New	+$697K	﹤0.01%	2305
2023 Q1	–	Sell	-25,120	Closed	-$1.47M	–	4142
2022 Q4	$1.47M	Hold	25,120	–	–	﹤0.01%	1960
2022 Q3	$1.49K	Buy	25,120 +120	+0.5%	+$7.54K	﹤0.01%	1978
2022 Q2	$1.55K	Hold	25,000	–	–	﹤0.01%	2034
2022 Q1	$1.66M	Buy	+25,000	New	+$1.57M	﹤0.01%	2044
2021 Q2	–	Sell	-25,000	Closed	-$1.58M	–	4763
2021 Q1	$1.58M	Buy	+25,000	New	+$1.52M	﹤0.01%	1902
2019 Q1	–	Sell	-41,870	Closed	-$2.39M	–	4698
2018 Q4	$2.39M	Buy	+41,870	New	+$2.55M	﹤0.01%	1438
2014 Q2	–	Sell	-6,000	Closed	-$192K	–	4806
2014 Q1	$192K	Buy	+6,000	New	+$212K	﹤0.01%	2519

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCMH

Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of Montreal's SIRI Position: Q1 2026 in Review

Bank of Montreal opened a new position in SiriusXM (SIRI) in Q1 2026: 17,303 shares worth $399K. The stake represents ﹤0.01% of the portfolio and ranks #2498 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in SIRI as recently as Q1 2025.

Bank of Montreal first reported a position in SIRI in Q2 2013 and has held it in 48 quarters since. The position peaked at $24.7M in Q4 2018. 561 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

Bank of Montreal held 17,303 shares of SiriusXM worth $399K as of Q1 2026.
SiriusXM was a new Bank of Montreal position in Q1 2026.
SiriusXM made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2498 holding.
Bank of Montreal first reported a position in SiriusXM in Q2 2013 and has held it in 48 quarters since.
Bank of Montreal's SiriusXM position peaked at $24.7M in Q4 2018.
561 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.