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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
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 $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

Evergreen Capital Management's SIRI Position: Q1 2026 in Review

Evergreen Capital Management increased its SiriusXM (SIRI) stake by 2.8% in Q1 2026, buying an estimated $17.8K and bringing the position to 30,428 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #615.

Evergreen Capital Management first reported a position in SIRI in Q1 2023 and has held it in 13 quarters since. The position peaked at $734K in Q3 2024. 559 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • Evergreen Capital Management held 30,428 shares of SiriusXM worth $702K as of Q1 2026.
  • Evergreen Capital Management bought 829 SiriusXM shares in Q1 2026, an estimated $17.8K.
  • SiriusXM made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #615 holding.
  • Evergreen Capital Management first reported a position in SiriusXM in Q1 2023 and has held it in 13 quarters since.
  • Evergreen Capital Management's SiriusXM position peaked at $734K in Q3 2024.
  • 559 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.