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Smallwood Wealth Investment Management’s SiriusXM SIRI Stock Holding History

Smallwood Wealth Investment 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
2025
Q4 		– Sell
-6
Closed -$139 – 537
2025
Q3 		$139 Buy
+6
New +$139 ﹤0.01% 482

Other funds holding SIRI

Berkshire Hathaway
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $3.44B AUM 9.15% 1-Year Est. Return

Smallwood Wealth Investment Management's SIRI Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of SiriusXM (SIRI) in Q4 2025, closing a stake of 6 shares — an estimated $139 sold.

Smallwood Wealth Investment Management first reported a position in SIRI in Q3 2025 and held it in 1 quarter. The position peaked at $139 in Q3 2025. 514 funds tracked by Wall St. Rank hold SIRI as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining SiriusXM position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 6 SiriusXM shares in Q4 2025, an estimated $139.
  • Smallwood Wealth Investment Management first reported a position in SiriusXM in Q3 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's SiriusXM position peaked at $139 in Q3 2025.
  • 514 funds tracked by Wall St. Rank held SiriusXM as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.