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Cape Investment Advisory’s SiriusXM SIRI Stock Holding History

Cape Investment Advisory’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 		– Sell
-140
Closed -$2.8K – 1030
2025
Q4 		$2.8K Hold
140
– – ﹤0.01% 1040
2025
Q3 		$3.26K Buy
140
+120
+600% +$2.78K ﹤0.01% 606
2025
Q2 		$459 Sell
20
-400
-95% -$8.61K ﹤0.01% 1085
2025
Q1 		$9.47K Hold
420
– – ﹤0.01% 620
2024
Q4 		$9.58K Sell
420
-1
-0.2% -$26 ﹤0.01% 594
2024
Q3 		$9.95K Buy
421
+400
+1,905% +$12.4K ﹤0.01% 563
2024
Q2 		$583 Hold
21
– – ﹤0.01% 862
2024
Q1 		$799 Hold
21
– – ﹤0.01% 864
2023
Q4 		$1.13K Hold
21
– – ﹤0.01% 998
2023
Q3 		$931 Hold
21
– – ﹤0.01% 841
2023
Q2 		$933 Buy
21
+1
+5% +$38 ﹤0.01% 830
2023
Q1 		$794 Buy
+20
New +$958 ﹤0.01% 887

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cape Investment Advisory's SIRI Position: Q1 2026 in Review

Cape Investment Advisory sold out of SiriusXM (SIRI) in Q1 2026, closing a stake of 140 shares — an estimated $2.8K sold.

Cape Investment Advisory first reported a position in SIRI in Q1 2023 and held it in 12 quarters. The position peaked at $9.95K in Q3 2024. 561 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • Cape Investment Advisory reported no remaining SiriusXM position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 140 SiriusXM shares in Q1 2026, an estimated $2.8K.
  • Cape Investment Advisory first reported a position in SiriusXM in Q1 2023 and held it in 12 quarters.
  • Cape Investment Advisory's SiriusXM position peaked at $9.95K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.