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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
Q3 		$13.4K Sell
518
-6
-1% -$175 ﹤0.01% 492
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

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
RHDIC
R.H. Dinel Investment Counsel Los Angeles, California $142M AUM 15.9% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CA
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

Lodestone Wealth Management's SIRI Position: Q3 2026 in Review

Lodestone Wealth Management reduced its SiriusXM (SIRI) stake by 1.1% in Q3 2026, selling an estimated $175 and leaving 518 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Lodestone Wealth Management first reported a position in SIRI in Q1 2025 and has held it in 5 quarters since. The position peaked at $358K in Q1 2025. 38 funds tracked by Wall St. Rank hold SIRI as of Q3 2026.

  • Lodestone Wealth Management held 518 shares of SiriusXM worth $13.4K as of Q3 2026.
  • Lodestone Wealth Management sold 6 SiriusXM shares in Q3 2026, an estimated $175.
  • SiriusXM made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #492 holding.
  • Lodestone Wealth Management first reported a position in SiriusXM in Q1 2025 and has held it in 5 quarters since.
  • Lodestone Wealth Management's SiriusXM position peaked at $358K in Q1 2025.
  • 38 funds tracked by Wall St. Rank held SiriusXM as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.