Capstone Investment Advisors’s SiriusXM SIRI Stock Holding History

Capstone Investment Advisors’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
2025 Q1	–	Sell	-3,070	Closed	-$70K	–	1807
2024 Q4	$70K	Hold	3,070	–	–	﹤0.01%	1736
2024 Q3	$72.6K	Hold	3,070	–	–	﹤0.01%	1757
2024 Q2	$86.9K	Buy	+3,070	New	+$91.7K	﹤0.01%	1907
2018 Q4	–	Sell	-17,500	Closed	-$1.11M	–	1355
2018 Q3	$1.11M	Buy	+17,500	New	+$1.22M	0.01%	565
2017 Q2	–	Sell	-20,000	Closed	-$1.03M	–	901
2017 Q1	$1.03M	Buy	+20,000	New	+$983K	0.03%	421
2015 Q1	–	Sell	-10,000	Closed	-$350K	–	332
2014 Q4	$350K	Hold	10,000	–	–	0.01%	298
2014 Q3	$349K	Buy	10,000 +2,500	+33%	+$87.4K	﹤0.01%	393
2014 Q2	$259K	Sell	7,500 -70,300	-90%	-$2.29M	﹤0.01%	375
2014 Q1	$2.49M	Buy	+77,800	New	+$2.75M	0.03%	235

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return

Capstone Investment Advisors's SIRI Position: Q1 2026 in Review

Capstone Investment Advisors sold out of SiriusXM (SIRI) in Q1 2026, closing a stake of 84,210 shares — an estimated $1.68M sold.

Capstone Investment Advisors first reported a position in SIRI in Q1 2014 and held it in 23 quarters. The position peaked at $7.15M in Q3 2016. 561 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

Capstone Investment Advisors reported no remaining SiriusXM position as of Q1 2026 after selling out during the quarter.
Capstone Investment Advisors sold 84,210 SiriusXM shares in Q1 2026, an estimated $1.68M.
Capstone Investment Advisors first reported a position in SiriusXM in Q1 2014 and held it in 23 quarters.
Capstone Investment Advisors's SiriusXM position peaked at $7.15M in Q3 2016.
561 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

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