Thompson Siegel & Walmsley’s SiriusXM SIRI Stock Holding History

Thompson Siegel & Walmsley’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	$31.7M	Sell	1,072,555 -1,492,010	-58%	-$40.1M	0.57%	60
2026 Q1	$59.2M	Buy	2,564,565 +251,218	+11%	+$5.4M	1.04%	26
2025 Q4	$46.3M	Sell	2,313,347 -130,064	-5%	-$2.8M	0.78%	47
2025 Q3	$56.9M	Buy	2,443,411 +10,152	+0.4%	+$235K	0.92%	33
2025 Q2	$55.9M	Buy	2,433,259 +63,344	+3%	+$1.36M	0.93%	38
2025 Q1	$53.4M	Buy	2,369,915 +115,210	+5%	+$2.71M	0.9%	43
2024 Q4	$51.4M	Sell	2,254,705 -603,579	-21%	-$15.4M	0.8%	50
2024 Q3	$67.6M	Buy	+2,858,284	New	+$88.8M	1.01%	33

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Thompson Siegel & Walmsley's SIRI Position: Q2 2026 in Review

Thompson Siegel & Walmsley reduced its SiriusXM (SIRI) stake by 58% in Q2 2026, selling an estimated $40.1M and leaving 1,072,555 shares worth $31.7M. The position accounts for 0.57% of the portfolio, ranked #60.

Thompson Siegel & Walmsley first reported a position in SIRI in Q3 2024 and has held it in 8 quarters since. The position peaked at $67.6M in Q3 2024. 600 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

Thompson Siegel & Walmsley held 1,072,555 shares of SiriusXM worth $31.7M as of Q2 2026.
Thompson Siegel & Walmsley sold 1,492,010 SiriusXM shares in Q2 2026, an estimated $40.1M.
SiriusXM made up 0.57% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #60 holding.
Thompson Siegel & Walmsley first reported a position in SiriusXM in Q3 2024 and has held it in 8 quarters since.
Thompson Siegel & Walmsley's SiriusXM position peaked at $67.6M in Q3 2024.
600 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.