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LWM Advisory Services’s SiriusXM SIRI Stock Holding History

LWM Advisory Services’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 		– Sell
-13,111
Closed -$303K – 92
2026
Q1 		$303K Buy
+13,111
New +$282K 0.32% 65
2023
Q1 		– Sell
-3,614
Closed -$211K – 85
2022
Q4 		$211K Buy
+3,614
New +$222K 0.23% 75

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

LWM Advisory Services's SIRI Position: Q2 2026 in Review

LWM Advisory Services sold out of SiriusXM (SIRI) in Q2 2026, closing a stake of 13,111 shares — an estimated $303K sold.

LWM Advisory Services first reported a position in SIRI in Q4 2022 and held it in 2 quarters. The position peaked at $303K in Q1 2026. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • LWM Advisory Services reported no remaining SiriusXM position as of Q2 2026 after selling out during the quarter.
  • LWM Advisory Services sold 13,111 SiriusXM shares in Q2 2026, an estimated $303K.
  • LWM Advisory Services first reported a position in SiriusXM in Q4 2022 and held it in 2 quarters.
  • LWM Advisory Services's SiriusXM position peaked at $303K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.