Loring Wolcott & Coolidge Fiduciary Advisors’s SiriusXM SIRI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$62.9K	Hold	2,130	–	–	﹤0.01%	423
2026 Q1	$50.5K	Hold	2,130	–	–	﹤0.01%	425
2025 Q4	$43K	Hold	2,130	–	–	﹤0.01%	426
2025 Q3	$45.4K	Sell	2,130 -1,015	-32%	-$23.5K	﹤0.01%	433
2025 Q2	$72.2K	Hold	3,145	–	–	﹤0.01%	371
2025 Q1	$66.1K	Sell	3,145 -1,367	-30%	-$32.2K	﹤0.01%	364
2024 Q4	$98.8K	Sell	4,512 -454	-9%	-$11.6K	﹤0.01%	340
2024 Q3	$132K	Buy	4,966 +2,839	+133%	+$88.2K	﹤0.01%	319
2024 Q2	$82.5K	Hold	2,127	–	–	﹤0.01%	352
2024 Q1	$66.6K	Hold	2,127	–	–	﹤0.01%	370
2023 Q4	$108K	Hold	2,127	–	–	﹤0.01%	339
2023 Q3	$98.9K	Hold	2,127	–	–	﹤0.01%	358
2023 Q2	$96.3K	Hold	2,127	–	–	﹤0.01%	372
2023 Q1	$84.4K	Hold	2,127	–	–	﹤0.01%	362
2022 Q4	$124K	Hold	2,127	–	–	﹤0.01%	320
2022 Q3	$121K	Hold	2,127	–	–	﹤0.01%	330
2022 Q2	$130K	Hold	2,127	–	–	﹤0.01%	332
2022 Q1	$141K	Hold	2,127	–	–	﹤0.01%	338
2021 Q4	$135K	Hold	2,127	–	–	﹤0.01%	353
2021 Q3	$130K	Hold	2,127	–	–	﹤0.01%	353
2021 Q2	$139K	Sell	2,127 -27	-1%	-$1.69K	﹤0.01%	362
2021 Q1	$131K	Sell	2,154 -50	-2%	-$3.05K	﹤0.01%	296
2020 Q4	$140K	Buy	2,204 +77	+4%	+$4.73K	﹤0.01%	309
2020 Q3	$114K	Hold	2,127	–	–	﹤0.01%	311
2020 Q2	$125K	Hold	2,127	–	–	﹤0.01%	284
2020 Q1	$105K	Hold	2,127	–	–	﹤0.01%	291
2019 Q4	$152K	Hold	2,127	–	–	﹤0.01%	297
2019 Q3	$133K	Hold	2,127	–	–	﹤0.01%	302
2019 Q2	$119K	Hold	2,127	–	–	﹤0.01%	322
2019 Q1	$121K	Hold	2,127	–	–	﹤0.01%	304
2018 Q4	$121K	Hold	2,127	–	–	﹤0.01%	301
2018 Q3	$134K	Hold	2,127	–	–	﹤0.01%	313
2018 Q2	$144K	Hold	2,127	–	–	﹤0.01%	306
2018 Q1	$133K	Hold	2,127	–	–	﹤0.01%	330
2017 Q4	$114K	Hold	2,127	–	–	﹤0.01%	352
2017 Q3	$117K	Hold	2,127	–	–	﹤0.01%	339
2017 Q2	$125K	Hold	2,127	–	–	﹤0.01%	329
2017 Q1	$110K	Hold	2,127	–	–	﹤0.01%	336
2016 Q4	$95K	Hold	2,127	–	–	﹤0.01%	336
2016 Q3	$89K	Hold	2,127	–	–	﹤0.01%	345
2016 Q2	$84K	Hold	2,127	–	–	﹤0.01%	338
2016 Q1	$84K	Hold	2,127	–	–	﹤0.01%	330
2015 Q4	$87K	Buy	2,127 +500	+31%	+$20.2K	﹤0.01%	355
2015 Q3	$61K	Hold	1,627	–	–	﹤0.01%	399
2015 Q2	$61K	Sell	1,627 -1,000	-38%	-$38.8K	﹤0.01%	399
2015 Q1	$100K	Buy	2,627 +2,500	+1,969%	+$93.8K	﹤0.01%	365
2014 Q4	$4K	Hold	127	–	–	﹤0.01%	602
2014 Q3	$4K	Hold	127	–	–	﹤0.01%	571
2014 Q2	$4K	Hold	127	–	–	﹤0.01%	598
2014 Q1	$4K	Sell	127 -1,745	-93%	-$61.7K	﹤0.01%	590
2013 Q4	$65K	Sell	1,872 -100	-5%	-$3.74K	﹤0.01%	371
2013 Q3	$76K	Hold	1,972	–	–	﹤0.01%	336
2013 Q2	$66K	Buy	+1,972	New	+$64.8K	﹤0.01%	365

Other funds holding SIRI

BlackRock New York $6.73T AUM 46.02% 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

HLCM

Hi-Line Capital Management Watertown, South Dakota $355M AUM 16.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SIRI Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its SiriusXM (SIRI) position steady in Q2 2026 at 2,130 shares worth $62.9K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SIRI in Q2 2013 and has held it in 53 quarters since. The position peaked at $152K in Q4 2019. 303 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,130 shares of SiriusXM worth $62.9K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its SiriusXM share count unchanged in Q2 2026.
SiriusXM made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #423 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SiriusXM in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's SiriusXM position peaked at $152K in Q4 2019.
303 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.