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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Caldwell Trust's SIRI Position: Q1 2026 in Review

Caldwell Trust held its SiriusXM (SIRI) position steady in Q1 2026 at 100 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Caldwell Trust first reported a position in SIRI in Q4 2025 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

Caldwell Trust held 100 shares of SiriusXM worth $2.31K as of Q1 2026.
Caldwell Trust left its SiriusXM share count unchanged in Q1 2026.
SiriusXM made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #756 holding.
Caldwell Trust first reported a position in SiriusXM in Q4 2025 and has held it in 2 quarters since.
559 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.