CAM
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Columbia Asset Management’s SiriusXM SIRI Stock Holding History

Columbia Asset Management’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 		$265K Sell
11,495
-1,500
-12% -$32.2K 0.05% 154
2025
Q4 		$260K Buy
12,995
+1,765
+16% +$37.9K 0.05% 150
2025
Q3 		$261K Sell
11,230
-1,050
-9% -$24.3K 0.05% 149
2025
Q2 		$282K Buy
12,280
+3,100
+34% +$66.7K 0.06% 142
2025
Q1 		$207K Buy
+9,180
New +$216K 0.04% 194
2023
Q1 		– Sell
-2,030
Closed -$119K – 166
2022
Q4 		$119K Sell
2,030
-820
-29% -$50.4K 0.03% 160
2022
Q3 		$163K Sell
2,850
-100
-3% -$6.29K 0.04% 161
2022
Q2 		$181K Buy
+2,950
New +$183K 0.05% 164
2021
Q4 		$381K Sell
6,000
-100
-2% -$6.25K 0.08% 146
2021
Q3 		$372K Buy
6,100
+190
+3% +$11.9K 0.08% 138
2021
Q2 		$387K Sell
5,910
-1,230
-17% -$77.1K 0.09% 138
2021
Q1 		$435K Buy
7,140
+955
+15% +$58.2K 0.08% 131
2020
Q4 		$394K Buy
6,185
+2,040
+49% +$125K 0.08% 137
2020
Q3 		$222K Buy
+4,145
New +$238K 0.05% 151

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return