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Lodestone Wealth Management’s SiriusXM SIRI Stock Holding History

Lodestone Wealth Management’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 		$15.5K Buy
524
+5
+1% +$134 0.01% 453
2026
Q1 		$12K Buy
519
+5
+1% +$107 ﹤0.01% 484
2025
Q4 		$10.3K Buy
+514
New +$11K ﹤0.01% 503
2025
Q2 		– Sell
-15,879
Closed -$358K – 169
2025
Q1 		$358K Buy
+15,879
New +$374K 0.19% 108

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

Lodestone Wealth Management's SIRI Position: Q2 2026 in Review

Lodestone Wealth Management increased its SiriusXM (SIRI) stake by 0.96% in Q2 2026, buying an estimated $134 and bringing the position to 524 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #453.

Lodestone Wealth Management first reported a position in SIRI in Q1 2025 and has held it in 4 quarters since. The position peaked at $358K in Q1 2025. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Lodestone Wealth Management held 524 shares of SiriusXM worth $15.5K as of Q2 2026.
  • Lodestone Wealth Management bought 5 SiriusXM shares in Q2 2026, an estimated $134.
  • SiriusXM made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #453 holding.
  • Lodestone Wealth Management first reported a position in SiriusXM in Q1 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's SiriusXM position peaked at $358K in Q1 2025.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.