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Legacy Wealth Management (Idaho)’s SiriusXM SIRI Stock Holding History

Legacy Wealth Management (Idaho)’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
Q3 		– Sell
-70
Closed -$1.61K – 817
2025
Q2 		$1.61K Hold
70
– – ﹤0.01% 546
2025
Q1 		$1.58K Hold
70
– – ﹤0.01% 578
2024
Q4 		$1.78K Hold
70
– – ﹤0.01% 512
2024
Q3 		$1.85K Buy
+70
New +$2.17K ﹤0.01% 486

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 $5.72T AUM 30.48% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SIRI Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of SiriusXM (SIRI) in Q3 2025, closing a stake of 70 shares — an estimated $1.61K sold.

Legacy Wealth Management (Idaho) first reported a position in SIRI in Q3 2024 and held it in 4 quarters. The position peaked at $1.85K in Q3 2024. 543 funds tracked by Wall St. Rank hold SIRI as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining SiriusXM position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 70 SiriusXM shares in Q3 2025, an estimated $1.61K.
  • Legacy Wealth Management (Idaho) first reported a position in SiriusXM in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s SiriusXM position peaked at $1.85K in Q3 2024.
  • 543 funds tracked by Wall St. Rank held SiriusXM as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.