Concorde Asset Management’s SiriusXM SIRI Stock Holding History

Concorde 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	11,492 -65	-0.6%	-$1.4K	0.13%	160
2025 Q4	$231K	Buy	+11,557	New	+$248K	0.09%	203
2019 Q3	–	Sell	-9,560	Closed	-$533K	–	201
2019 Q2	$533K	Sell	9,560 -77	-0.8%	-$4.38K	0.31%	103
2019 Q1	$546K	Buy	9,637 +4,652	+93%	+$277K	0.35%	97
2018 Q4	$285K	Buy	4,985 +3,387	+212%	+$206K	0.24%	133
2018 Q3	$101K	Sell	1,598 -1,392	-47%	-$96.9K	0.1%	142
2018 Q2	$202K	Buy	2,990 +587	+24%	+$39.6K	0.23%	120
2018 Q1	$151K	Sell	2,403 -94	-4%	-$5.64K	0.18%	113
2017 Q4	$134K	Sell	2,497 -1,006	-29%	-$55.6K	0.17%	115
2017 Q3	$193K	Buy	3,503 +644	+23%	+$35.6K	0.17%	145
2017 Q2	$156K	Buy	2,859 +378	+15%	+$19.3K	0.21%	119
2017 Q1	$128K	Buy	+2,481	New	+$122K	0.21%	111

Other funds holding SIRI

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

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 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 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 $2.9T AUM 29.55% 1-Year Est. Return

Concorde Asset Management's SIRI Position: Q1 2026 in Review

Concorde Asset Management reduced its SiriusXM (SIRI) stake by 0.56% in Q1 2026, selling an estimated $1.4K and leaving 11,492 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #160.

Concorde Asset Management first reported a position in SIRI in Q1 2017 and has held it in 12 quarters since. The position peaked at $546K in Q1 2019. 559 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

Concorde Asset Management held 11,492 shares of SiriusXM worth $265K as of Q1 2026.
Concorde Asset Management sold 65 SiriusXM shares in Q1 2026, an estimated $1.4K.
SiriusXM made up 0.13% of Concorde Asset Management's portfolio in Q1 2026, its #160 holding.
Concorde Asset Management first reported a position in SiriusXM in Q1 2017 and has held it in 12 quarters since.
Concorde Asset Management's SiriusXM position peaked at $546K in Q1 2019.
559 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.