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LGT Financial Advisors’s SiriusXM SIRI Stock Holding History

LGT Financial Advisors’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 		– Sell
-47
Closed -$940 – 273
2025
Q4 		$940 Hold
47
– – 0.01% 242
2025
Q3 		$1.09K Hold
47
– – ﹤0.01% 354
2025
Q2 		$1.08K Sell
47
-1,237
-96% -$26.6K ﹤0.01% 388
2025
Q1 		$28.9K Buy
1,284
+1,237
+2,632% +$29.1K 0.09% 128
2024
Q4 		$1.07K Hold
47
– – ﹤0.01% 686
2024
Q3 		$1.11K Buy
47
+16
+52% +$497 ﹤0.01% 671
2024
Q2 		$863 Hold
31
– – ﹤0.01% 748
2024
Q1 		$1.18K Hold
31
– – ﹤0.01% 757
2023
Q4 		$1.67K Buy
+31
New +$1.49K ﹤0.01% 802

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

LGT Financial Advisors's SIRI Position: Q1 2026 in Review

LGT Financial Advisors sold out of SiriusXM (SIRI) in Q1 2026, closing a stake of 47 shares — an estimated $940 sold.

LGT Financial Advisors first reported a position in SIRI in Q4 2023 and held it in 9 quarters. The position peaked at $28.9K in Q1 2025. 560 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

  • LGT Financial Advisors reported no remaining SiriusXM position as of Q1 2026 after selling out during the quarter.
  • LGT Financial Advisors sold 47 SiriusXM shares in Q1 2026, an estimated $940.
  • LGT Financial Advisors first reported a position in SiriusXM in Q4 2023 and held it in 9 quarters.
  • LGT Financial Advisors's SiriusXM position peaked at $28.9K in Q1 2025.
  • 560 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.