Caldwell Trust’s SiriusXM SIRI Stock Holding History

Caldwell Trust’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	$2.95K	Hold	100	–	–	﹤0.01%	752
2026 Q1	$2.31K	Hold	100	–	–	﹤0.01%	756
2025 Q4	$2K	Buy	+100	New	+$2.15K	﹤0.01%	728

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

Caldwell Trust's SIRI Position: Q2 2026 in Review

Caldwell Trust held its SiriusXM (SIRI) position steady in Q2 2026 at 100 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Caldwell Trust first reported a position in SIRI in Q4 2025 and has held it in 3 quarters since. 601 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Caldwell Trust held 100 shares of SiriusXM worth $2.95K as of Q2 2026.
Caldwell Trust left its SiriusXM share count unchanged in Q2 2026.
SiriusXM made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #752 holding.
Caldwell Trust first reported a position in SiriusXM in Q4 2025 and has held it in 3 quarters since.
601 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.