ECM
SIRI icon

Evergreen Capital Management’s SiriusXM SIRI Stock Holding History

Evergreen Capital 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
Q2 		$890K Sell
30,124
-304
-1% -$8.17K 0.02% 600
2026
Q1 		$702K Buy
30,428
+829
+3% +$17.8K 0.02% 615
2025
Q4 		$592K Buy
29,599
+93
+0.3% +$2K 0.01% 654
2025
Q3 		$687K Buy
29,506
+134
+0.5% +$3.1K 0.02% 514
2025
Q2 		$675K Sell
29,372
-2,087
-7% -$44.9K 0.02% 459
2025
Q1 		$709K Buy
31,459
+1,769
+6% +$41.7K 0.02% 396
2024
Q4 		$677K Sell
29,690
-1,366
-4% -$34.8K 0.02% 421
2024
Q3 		$734K Buy
31,056
+29,809
+2,390% +$926K 0.02% 389
2024
Q2 		$35.3K Sell
1,247
-20
-2% -$597 ﹤0.01% 939
2024
Q1 		$49.2K Sell
1,267
-837
-40% -$39.8K ﹤0.01% 861
2023
Q4 		$115K Buy
2,104
+888
+73% +$42.7K ﹤0.01% 811
2023
Q3 		$55K Sell
1,216
-80
-6% -$3.72K ﹤0.01% 780
2023
Q2 		$58.7K Sell
1,296
-373
-22% -$14.1K ﹤0.01% 793
2023
Q1 		$66.3K Buy
+1,669
New +$79.9K ﹤0.01% 705

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
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 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

Evergreen Capital Management's SIRI Position: Q2 2026 in Review

Evergreen Capital Management reduced its SiriusXM (SIRI) stake by 1% in Q2 2026, selling an estimated $8.17K and leaving 30,124 shares worth $890K. The position accounts for 0.02% of the portfolio, ranked #600.

Evergreen Capital Management first reported a position in SIRI in Q1 2023 and has held it in 14 quarters since. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Evergreen Capital Management held 30,124 shares of SiriusXM worth $890K as of Q2 2026.
  • Evergreen Capital Management sold 304 SiriusXM shares in Q2 2026, an estimated $8.17K.
  • SiriusXM made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #600 holding.
  • Evergreen Capital Management first reported a position in SiriusXM in Q1 2023 and has held it in 14 quarters since.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.