Blue Bell Private Wealth Management’s SiriusXM SIRI Stock Holding History

Blue Bell Private 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	$23.2K	Hold	785	–	–	﹤0.01%	513
2026 Q1	$18.1K	Hold	785	–	–	﹤0.01%	515
2025 Q4	$15.7K	Hold	785	–	–	﹤0.01%	511
2025 Q3	$18.3K	Buy	785 +715	+1,021%	+$16.5K	﹤0.01%	490
2025 Q2	$1.61K	Sell	70 -100	-59%	-$2.15K	﹤0.01%	645
2025 Q1	$3.83K	Sell	170 -10	-6%	-$236	﹤0.01%	595
2024 Q4	$4.1K	Hold	180	–	–	﹤0.01%	563
2024 Q3	$4.26K	Buy	180 +100	+125%	+$3.11K	﹤0.01%	583
2024 Q2	$2.26K	Hold	80	–	–	﹤0.01%	617
2024 Q1	$3.1K	Buy	80 +10	+14%	+$476	﹤0.01%	611
2023 Q4	$3.83K	Hold	70	–	–	﹤0.01%	581
2023 Q3	$3.16K	Sell	70 -50	-42%	-$2.32K	﹤0.01%	542
2023 Q2	$5.44K	Hold	120	–	–	﹤0.01%	492
2023 Q1	$4.76K	Hold	120	–	–	﹤0.01%	467
2022 Q4	$7.01K	Hold	120	–	–	﹤0.01%	417
2022 Q3	$7K	Hold	120	–	–	﹤0.01%	425
2022 Q2	$7K	Hold	120	–	–	﹤0.01%	455
2022 Q1	$8K	Hold	120	–	–	﹤0.01%	471
2021 Q4	$8K	Buy	+120	New	+$7.51K	﹤0.01%	451
2014 Q2	–	Sell	-140	Closed	-$4K	–	424
2014 Q1	$4K	Sell	140 -1,000	-88%	-$35.4K	﹤0.01%	365
2013 Q4	$40K	Buy	+1,140	New	+$42.6K	0.03%	214

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Blue Bell Private Wealth Management's SIRI Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its SiriusXM (SIRI) position steady in Q2 2026 at 785 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Blue Bell Private Wealth Management first reported a position in SIRI in Q4 2013 and has held it in 21 quarters since. The position peaked at $40K in Q4 2013. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Blue Bell Private Wealth Management held 785 shares of SiriusXM worth $23.2K as of Q2 2026.
Blue Bell Private Wealth Management left its SiriusXM share count unchanged in Q2 2026.
SiriusXM made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #513 holding.
Blue Bell Private Wealth Management first reported a position in SiriusXM in Q4 2013 and has held it in 21 quarters since.
Blue Bell Private Wealth Management's SiriusXM position peaked at $40K in Q4 2013.
598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.