Summit Securities Group’s SiriusXM SIRI Stock Holding History

Summit Securities Group’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 Q1	–	Sell	-170,300	Closed	-$3.41M	–	1339
2025 Q4	$3.41M	Buy	+170,300	New	+$3.66M	0.44%	47
2025 Q3	–	Sell	-170,300	Closed	-$3.91M	–	1320
2025 Q2	$3.91M	Sell	170,300 -100,000	-37%	-$2.15M	0.75%	25
2025 Q1	$6.09M	Hold	270,300	–	–	0.95%	10
2024 Q4	$6.16M	Buy	270,300 +60,000	+29%	+$1.53M	1.27%	19
2024 Q3	$4.97M	Buy	210,300 +192,900	+1,109%	+$5.99M	1.31%	22
2024 Q2	$492K	Buy	+17,400	New	+$520K	0.09%	100
2023 Q2	–	Sell	-6,670	Closed	-$265K	–	1072
2023 Q1	$265K	Hold	6,670	–	–	0.02%	189
2022 Q4	$390K	Buy	+6,670	New	+$410K	0.01%	276
2021 Q3	–	Sell	-22	Closed	-$143K	–	873
2021 Q2	$143K	Sell	22 -46	-68%	-$2.88K	0.01%	670
2021 Q1	$411K	Hold	68	–	–	0.05%	369
2020 Q4	$430K	Buy	+68	New	+$4.17K	0.04%	387

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCMH

Kontiki Capital Management (HK) Hong Kong $1.43B AUM 9.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's SIRI Position: Q2 2025 in Review

Summit Securities Group sold out of SiriusXM (SIRI) in Q2 2025, closing a stake of 685 shares — an estimated $14.7K sold.

Summit Securities Group first reported a position in SIRI in Q2 2013 and held it in 23 quarters. The position peaked at $2.79M in Q3 2024. 549 funds tracked by Wall St. Rank hold SIRI as of Q2 2025.

Summit Securities Group reported no remaining SiriusXM position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 685 SiriusXM shares in Q2 2025, an estimated $14.7K.
Summit Securities Group first reported a position in SiriusXM in Q2 2013 and held it in 23 quarters.
Summit Securities Group's SiriusXM position peaked at $2.79M in Q3 2024.
549 funds tracked by Wall St. Rank held SiriusXM as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.