Lipe & Dalton’s SiriusXM SIRI Stock Holding History

Lipe & Dalton’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	-19,525	Closed	-$390K	–	98
2025 Q4	$390K	Sell	19,525 -13,000	-40%	-$279K	0.19%	61
2025 Q3	$757K	Sell	32,525 -1,925	-6%	-$44.5K	0.38%	53
2025 Q2	$791K	Sell	34,450 -50	-0.1%	-$1.08K	0.43%	50
2025 Q1	$778K	Sell	34,500 -3,500	-9%	-$82.4K	0.44%	52
2024 Q4	$866K	Sell	38,000 -6,452	-15%	-$165K	0.46%	53
2024 Q3	$1.05M	Buy	+44,452	New	+$1.38M	0.53%	54

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 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 New York $871B AUM 31.28% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lipe & Dalton's SIRI Position: Q1 2026 in Review

Lipe & Dalton sold out of SiriusXM (SIRI) in Q1 2026, closing a stake of 19,525 shares — an estimated $390K sold.

Lipe & Dalton first reported a position in SIRI in Q3 2024 and held it in 6 quarters. The position peaked at $1.05M in Q3 2024. 559 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.

Lipe & Dalton reported no remaining SiriusXM position as of Q1 2026 after selling out during the quarter.
Lipe & Dalton sold 19,525 SiriusXM shares in Q1 2026, an estimated $390K.
Lipe & Dalton first reported a position in SiriusXM in Q3 2024 and held it in 6 quarters.
Lipe & Dalton's SiriusXM position peaked at $1.05M in Q3 2024.
559 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.

Based on Lipe & Dalton's 13F filing for Q1 2026, filed 30 Apr 2026.