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
2023 Q4	–	Sell	-46,120	Closed	-$1.96M	–	4270
2023 Q3	$1.96M	Buy	+46,120	New	+$2.14M	﹤0.01%	1712
2023 Q1	–	Sell	-110	Closed	-$6.42K	–	4143
2022 Q4	$6.42K	Hold	110	–	–	﹤0.01%	3812
2022 Q3	$7	Hold	110	–	–	﹤0.01%	3903
2022 Q2	$7	Hold	110	–	–	﹤0.01%	3904
2022 Q1	$7K	Buy	+110	New	+$6.92K	﹤0.01%	4033
2021 Q1	–	Sell	-10	Closed	-$1K	–	5314
2020 Q4	$1K	Buy	+10	New	+$614	﹤0.01%	4883
2020 Q1	–	Sell	-5,050	Closed	-$361K	–	4635
2019 Q4	$361K	Hold	5,050	–	–	﹤0.01%	2840
2019 Q3	$316K	Hold	5,050	–	–	﹤0.01%	2669
2019 Q2	$282K	Sell	5,050 -10	-0.2%	-$569	﹤0.01%	2740
2019 Q1	$287K	Sell	5,060 -131,980	-96%	-$7.87M	﹤0.01%	2558
2018 Q4	$7.83M	Buy	137,040 +62,940	+85%	+$3.83M	0.01%	876
2018 Q3	$4.68M	Buy	74,100 +40,000	+117%	+$2.78M	﹤0.01%	1226
2018 Q2	$2.31M	Hold	34,100	–	–	﹤0.01%	1581
2018 Q1	$2.13M	Buy	34,100 +12,800	+60%	+$769K	﹤0.01%	1534
2017 Q4	$1.14M	Hold	21,300	–	–	﹤0.01%	1891
2017 Q3	$1.18M	Buy	21,300 +20,500	+2,563%	+$1.13M	﹤0.01%	1900
2017 Q2	$44K	Sell	800 -300	-27%	-$15.3K	﹤0.01%	3273
2017 Q1	$57K	Buy	+1,100	New	+$54.1K	﹤0.01%	3037

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.