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Concord Wealth Partners’s SiriusXM SIRI Stock Holding History

Concord Wealth Partners’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
-26
Closed -$520 – 683
2025
Q4 		$520 Hold
26
– – ﹤0.01% 754
2025
Q3 		$605 Hold
26
– – ﹤0.01% 758
2025
Q2 		$597 Hold
26
– – ﹤0.01% 779
2025
Q1 		$586 Buy
+26
New +$612 ﹤0.01% 751
2022
Q2 		– Sell
-2
Closed – – 1352
2022
Q1 		$0 Sell
2
-10
-83% -$629 ﹤0.01% 1369
2021
Q4 		$1K Sell
12
-204
-94% -$12.8K ﹤0.01% 1261
2021
Q3 		$13K Buy
216
+2
+0.9% +$126 0.01% 440
2021
Q2 		$14K Hold
214
– – ﹤0.01% 570
2021
Q1 		$13K Hold
214
– – ﹤0.01% 546
2020
Q4 		$14K Buy
+214
New +$13.1K 0.01% 341

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

Concord Wealth Partners's SIRI Position: Q1 2026 in Review

Concord Wealth Partners sold out of SiriusXM (SIRI) in Q1 2026, closing a stake of 26 shares — an estimated $520 sold.

Concord Wealth Partners first reported a position in SIRI in Q4 2020 and held it in 10 quarters. The position peaked at $14K in Q2 2021. 559 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • Concord Wealth Partners reported no remaining SiriusXM position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 26 SiriusXM shares in Q1 2026, an estimated $520.
  • Concord Wealth Partners first reported a position in SiriusXM in Q4 2020 and held it in 10 quarters.
  • Concord Wealth Partners's SiriusXM position peaked at $14K in Q2 2021.
  • 559 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.