Capital Analysts LLC’s SiriusXM SIRI Stock Holding History

Capital Analysts LLC’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	$3K	Buy	104 +1	+1%	+$27	﹤0.01%	1444
2026 Q1	$2K	Buy	103 +2	+2%	+$43	﹤0.01%	1468
2025 Q4	$2K	Buy	101 +1	+1%	+$21	﹤0.01%	1426
2025 Q3	$2K	Buy	+100	New	+$2.31K	﹤0.01%	1384
2024 Q4	–	Sell	-100	Closed	-$2K	–	1370
2024 Q3	$2K	Buy	100 +80	+400%	+$2.48K	﹤0.01%	1228
2024 Q2	$1K	Hold	20	–	–	﹤0.01%	1181
2024 Q1	$1K	Hold	20	–	–	﹤0.01%	1095
2023 Q4	$1K	Hold	20	–	–	﹤0.01%	1075
2023 Q3	$1K	Hold	20	–	–	﹤0.01%	1137
2023 Q2	$1K	Hold	20	–	–	﹤0.01%	989
2023 Q1	$1K	Hold	20	–	–	﹤0.01%	961
2022 Q4	$1K	Buy	+20	New	+$1.23K	﹤0.01%	1043
2019 Q4	–	Sell	-135	Closed	-$8K	–	737
2019 Q3	$8K	Buy	+135	New	+$8.3K	﹤0.01%	569
2019 Q2	–	Sell	-81	Closed	-$4K	–	709
2019 Q1	$4K	Sell	81 -100	-55%	-$5.96K	﹤0.01%	587
2018 Q4	$10K	Hold	181	–	–	﹤0.01%	469
2018 Q3	$11K	Hold	181	–	–	﹤0.01%	439
2018 Q2	$12K	Hold	181	–	–	﹤0.01%	454
2018 Q1	$11K	Buy	+181	New	+$10.9K	﹤0.01%	441
2015 Q1	–	Sell	-50	Closed	-$1.75K	–	404
2014 Q4	$1.75K	Hold	50	–	–	﹤0.01%	387
2014 Q3	$1.75K	Hold	50	–	–	﹤0.01%	383
2014 Q2	$1.73K	Hold	50	–	–	﹤0.01%	380
2014 Q1	$1.6K	Hold	50	–	–	﹤0.01%	353
2013 Q4	$1.75K	Buy	+50	New	+$1.87K	﹤0.01%	324

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

Capital Analysts LLC's SIRI Position: Q2 2026 in Review

Capital Analysts LLC increased its SiriusXM (SIRI) stake by 0.97% in Q2 2026, buying an estimated $27 and bringing the position to 104 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Capital Analysts LLC first reported a position in SIRI in Q4 2013 and has held it in 23 quarters since. The position peaked at $12K in Q2 2018. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Capital Analysts LLC held 104 shares of SiriusXM worth $3K as of Q2 2026.
Capital Analysts LLC bought 1 SiriusXM share in Q2 2026, an estimated $27.
SiriusXM made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1444 holding.
Capital Analysts LLC first reported a position in SiriusXM in Q4 2013 and has held it in 23 quarters since.
Capital Analysts LLC's SiriusXM position peaked at $12K in Q2 2018.
598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.