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Integrated Wealth Concepts’s SiriusXM SIRI Stock Holding History

Integrated Wealth Concepts’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 		$666K Buy
+28,838
New +$620K 0.01% 1368
2025
Q4 		– Sell
-75,663
Closed -$1.76M – 1985
2025
Q3 		$1.76M Buy
75,663
+2,892
+4% +$66.9K 0.02% 726
2025
Q2 		$1.67M Buy
72,771
+4,038
+6% +$86.9K 0.02% 680
2025
Q1 		$1.55M Sell
68,733
-5,658
-8% -$133K 0.02% 649
2024
Q4 		$1.7M Buy
+74,391
New +$1.9M 0.02% 617
2024
Q3 		– Sell
-2,605
Closed -$73.7K – 1730
2024
Q2 		$73.7K Sell
2,605
-8
-0.3% -$239 ﹤0.01% 1591
2024
Q1 		$101K Buy
2,613
+280
+12% +$13.3K ﹤0.01% 1581
2023
Q4 		$128K Buy
2,333
+2
+0.1% +$96 ﹤0.01% 1510
2023
Q3 		$105K Buy
2,331
+258
+12% +$12K ﹤0.01% 1481
2023
Q2 		$93.9K Hold
2,073
– – ﹤0.01% 1494
2023
Q1 		$82K Sell
2,073
-17
-0.8% -$814 ﹤0.01% 1285
2022
Q4 		$122K Sell
2,090
-9
-0.4% -$553 ﹤0.01% 983
2022
Q3 		$120K Buy
2,099
+10
+0.5% +$629 ﹤0.01% 906
2022
Q2 		$128K Buy
2,089
+5
+0.2% +$311 ﹤0.01% 925
2022
Q1 		$138K Sell
2,084
-52
-2% -$3.27K ﹤0.01% 902
2021
Q4 		$136K Buy
2,136
+130
+6% +$8.13K ﹤0.01% 956
2021
Q3 		$122K Buy
2,006
+357
+22% +$22.4K ﹤0.01% 917
2021
Q2 		$108K Buy
1,649
+6
+0.4% +$376 ﹤0.01% 786
2021
Q1 		$100K Buy
1,643
+150
+10% +$9.14K ﹤0.01% 718
2020
Q4 		$95K Hold
1,493
– – ﹤0.01% 613
2020
Q3 		$80K Hold
1,493
– – ﹤0.01% 558
2020
Q2 		$88K Hold
1,493
– – 0.01% 504
2020
Q1 		$74K Sell
1,493
-7
-0.5% -$458 0.01% 403
2019
Q4 		$107K Buy
+1,500
New +$101K 0.01% 465
2019
Q3 		– Sell
-1,254
Closed -$70K – 439
2019
Q2 		$70K Buy
+1,254
New +$71.3K 0.01% 381

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

Integrated Wealth Concepts's SIRI Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in SiriusXM (SIRI) in Q1 2026: 28,838 shares worth $666K. The stake represents 0.01% of the portfolio and ranks #1368 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in SIRI as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in SIRI in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.76M in Q3 2025. 559 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • Integrated Wealth Concepts held 28,838 shares of SiriusXM worth $666K as of Q1 2026.
  • SiriusXM was a new Integrated Wealth Concepts position in Q1 2026.
  • SiriusXM made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1368 holding.
  • Integrated Wealth Concepts first reported a position in SiriusXM in Q2 2019 and has held it in 25 quarters since.
  • Integrated Wealth Concepts's SiriusXM position peaked at $1.76M in Q3 2025.
  • 559 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.