Lido Advisors
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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
2023
Q1 		– Sell
-9,000
Closed -$526K – 1237
2022
Q4 		$526K Hold
9,000
– – 0.01% 576
2022
Q3 		$513K Buy
+9,000
New +$566K 0.01% 540

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 $3.37T 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 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.