Evermay Wealth Management’s SiriusXM SIRI Stock Holding History

Evermay Wealth 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	$2.36K	Hold	80	–	–	﹤0.01%	588
2026 Q1	$1.85K	Hold	80	–	–	﹤0.01%	547
2025 Q4	$1.6K	Hold	80	–	–	﹤0.01%	522
2025 Q3	$1.86K	Hold	80	–	–	﹤0.01%	498
2025 Q2	$1.84K	Hold	80	–	–	﹤0.01%	507
2025 Q1	$1.8K	Hold	80	–	–	﹤0.01%	518
2024 Q4	$1.82K	Hold	80	–	–	﹤0.01%	517
2024 Q3	$1.89K	Hold	80	–	–	﹤0.01%	548
2024 Q2	$2.26K	Hold	80	–	–	﹤0.01%	537
2024 Q1	$3.1K	Hold	80	–	–	﹤0.01%	517
2023 Q4	$4.38K	Hold	80	–	–	﹤0.01%	487
2023 Q3	$3.62K	Hold	80	–	–	﹤0.01%	481
2023 Q2	$3.62K	Sell	80 -85	-52%	-$3.21K	﹤0.01%	471
2023 Q1	$6.53K	Hold	165	–	–	﹤0.01%	444
2022 Q4	$9.61K	Hold	165	–	–	﹤0.01%	418
2022 Q3	$9K	Buy	165 +5	+3%	+$314	﹤0.01%	411
2022 Q2	$10K	Hold	160	–	–	﹤0.01%	400
2022 Q1	$11K	Hold	160	–	–	﹤0.01%	417
2021 Q4	$10K	Hold	160	–	–	﹤0.01%	409
2021 Q3	$10K	Sell	160 -14	-8%	-$880	﹤0.01%	385
2021 Q2	$11K	Buy	+174	New	+$10.9K	﹤0.01%	405

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Evermay Wealth Management's SIRI Position: Q2 2026 in Review

Evermay Wealth Management held its SiriusXM (SIRI) position steady in Q2 2026 at 80 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Evermay Wealth Management first reported a position in SIRI in Q2 2021 and has held it in 21 quarters since. The position peaked at $11K in Q1 2022. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Evermay Wealth Management held 80 shares of SiriusXM worth $2.36K as of Q2 2026.
Evermay Wealth Management left its SiriusXM share count unchanged in Q2 2026.
SiriusXM made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #588 holding.
Evermay Wealth Management first reported a position in SiriusXM in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's SiriusXM position peaked at $11K in Q1 2022.
600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.