Lido Advisors’s SiriusXM SIRI Stock Holding History

Lido 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 Q2	$286K	Sell	9,667 -2,471	-20%	-$66.4K	﹤0.01%	1772
2026 Q1	$280K	Buy	+12,138	New	+$261K	﹤0.01%	1603
2024 Q2	–	Sell	-1,931	Closed	-$74.9K	–	1472
2024 Q1	$74.9K	Sell	1,931 -1,886	-49%	-$89.7K	﹤0.01%	1336
2023 Q4	$209K	Buy	+3,817	New	+$183K	﹤0.01%	1195
2023 Q3	–	Sell	-9,900	Closed	-$448K	–	1301
2023 Q2	$448K	Sell	9,900 -537	-5%	-$20.3K	﹤0.01%	779
2023 Q1	$414K	Buy	10,437 +540	+5%	+$25.9K	﹤0.01%	747
2022 Q4	$578K	Hold	9,897	–	–	0.01%	545
2022 Q3	$565K	Sell	9,897 -1,651	-14%	-$104K	0.01%	519
2022 Q2	$707K	Sell	11,548 -1,817	-14%	-$113K	0.01%	434
2022 Q1	$884K	Buy	13,365 +400	+3%	+$25.2K	0.01%	425
2021 Q4	$823K	Hold	12,965	–	–	0.01%	464
2021 Q3	$790K	Sell	12,965 -651	-5%	-$40.9K	0.01%	459
2021 Q2	$890K	Buy	13,616 +254	+2%	+$15.9K	0.01%	409
2021 Q1	$814K	Buy	+13,362	New	+$814K	0.01%	382
2016 Q4	–	Sell	-2,050	Closed	-$85K	–	236
2016 Q3	$85K	Hold	2,050	–	–	0.03%	149
2016 Q2	$81K	Buy	+2,050	New	+$80.5K	0.03%	153

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

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

Lido Advisors's SIRI Position: Q2 2026 in Review

Lido Advisors reduced its SiriusXM (SIRI) stake by 20% in Q2 2026, selling an estimated $66.4K and leaving 9,667 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Lido Advisors first reported a position in SIRI in Q2 2016 and has held it in 16 quarters since. The position peaked at $890K in Q2 2021. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Lido Advisors held 9,667 shares of SiriusXM worth $286K as of Q2 2026.
Lido Advisors sold 2,471 SiriusXM shares in Q2 2026, an estimated $66.4K.
SiriusXM made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1772 holding.
Lido Advisors first reported a position in SiriusXM in Q2 2016 and has held it in 16 quarters since.
Lido Advisors's SiriusXM position peaked at $890K in Q2 2021.
600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.