HWM
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HB Wealth Management’s SiriusXM SIRI Stock Holding History

HB 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
Q1 		$237K Buy
+10,269
New +$221K ﹤0.01% 1349
2024
Q3 		– Sell
-1,207
Closed -$34.2K – 1009
2024
Q2 		$34.2K Sell
1,207
-262
-18% -$7.83K ﹤0.01% 914
2024
Q1 		$57K Sell
1,469
-467
-24% -$22.2K ﹤0.01% 829
2023
Q4 		$106K Buy
1,936
+462
+31% +$22.2K ﹤0.01% 764
2023
Q3 		$66.6K Buy
1,474
+316
+27% +$14.7K ﹤0.01% 746
2023
Q2 		$52.4K Buy
1,158
+61
+6% +$2.3K ﹤0.01% 717
2023
Q1 		$43.5K Buy
+1,097
New +$52.5K ﹤0.01% 704
2022
Q3 		– Sell
-1,016
Closed -$62K – 615
2022
Q2 		$62K Buy
+1,016
New +$63.1K ﹤0.01% 566

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B 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