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Institute for Wealth Management’s SiriusXM SIRI Stock Holding History

Institute for 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 		$11.5K Buy
+390
New +$10.5K ﹤0.01% 1288
2019
Q3 		– Sell
-1,244
Closed -$69K – 463
2019
Q2 		$69K Buy
1,244
+115
+10% +$6.54K 0.02% 463
2019
Q1 		$64K Buy
1,129
+29
+3% +$1.73K 0.01% 442
2018
Q4 		$63K Buy
+1,100
New +$66.9K 0.03% 262

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's SIRI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in SiriusXM (SIRI) in Q2 2026: 390 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #1288 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SIRI as recently as Q2 2019.

Institute for Wealth Management first reported a position in SIRI in Q4 2018 and has held it in 4 quarters since. The position peaked at $69K in Q2 2019. 602 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Institute for Wealth Management held 390 shares of SiriusXM worth $11.5K as of Q2 2026.
  • SiriusXM was a new Institute for Wealth Management position in Q2 2026.
  • SiriusXM made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1288 holding.
  • Institute for Wealth Management first reported a position in SiriusXM in Q4 2018 and has held it in 4 quarters since.
  • Institute for Wealth Management's SiriusXM position peaked at $69K in Q2 2019.
  • 602 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.