IWM
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IHT Wealth Management’s SiriusXM SIRI Stock Holding History

IHT 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
2025
Q2 		– Sell
-9,727
Closed -$219K – 1193
2025
Q1 		$219K Buy
+9,727
New +$229K 0.01% 989
2018
Q2 		– Sell
-100
Closed -$6K – 1185
2018
Q1 		$6K Hold
100
– – ﹤0.01% 1306
2017
Q4 		$5K Buy
+100
New +$5.52K ﹤0.01% 1340
2017
Q3 		– Sell
-31
Closed -$35 – 1526
2017
Q2 		$35 Hold
31
– – 0.02% 619
2017
Q1 		$2K Hold
31
– – ﹤0.01% 1100
2016
Q4 		$1K Buy
+31
New +$1.35K ﹤0.01% 1153

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return