Wittenberg Investment Management’s SiriusXM SIRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.6M | Buy |
1,107,416
+15,085
| +1% | +$324K | 9.5% | 3 |
|
|
2025
Q4 | $21.8M | Sell |
1,092,331
-22,464
| -2% | -$483K | 8.38% | 4 |
|
|
2025
Q3 | $25.9M | Buy |
1,114,795
+11,485
| +1% | +$266K | 10.3% | 3 |
|
|
2025
Q2 | $25.3M | Sell |
1,103,310
-2,080
| -0.2% | -$44.8K | 11.07% | 2 |
|
|
2025
Q1 | $24.9M | Sell |
1,105,390
-16,696
| -1% | -$393K | 11.24% | 2 |
|
|
2024
Q4 | $25.6M | Sell |
1,122,086
-146,397
| -12% | -$3.73M | 10.04% | 3 |
|
|
2024
Q3 | $30M | Buy |
1,268,483
+1,219,902
| +2,511% | +$37.9M | 9.63% | 3 |
|
|
2024
Q2 | $1.37M | Buy |
+48,581
| New | +$1.45M | 0.47% | 36 |
|
|
2023
Q3 | – | Sell |
-1,081
| Closed | -$48.9K | – | 84 |
|
|
2023
Q2 | $48.9K | Hold |
1,081
| – | – | 0.02% | 84 |
|
|
2023
Q1 | $42.9K | Hold |
1,081
| – | – | 0.02% | 85 |
|
|
2022
Q4 | $63.1K | Hold |
1,081
| – | – | 0.03% | 80 |
|
|
2022
Q3 | $62K | Hold |
1,081
| – | – | 0.03% | 81 |
|
|
2022
Q2 | $66K | Hold |
1,081
| – | – | 0.03% | 81 |
|
|
2022
Q1 | $72K | Hold |
1,081
| – | – | 0.03% | 76 |
|
|
2021
Q4 | $69K | Hold |
1,081
| – | – | 0.03% | 77 |
|
|
2021
Q3 | $66K | Hold |
1,081
| – | – | 0.03% | 76 |
|
|
2021
Q2 | $71K | Hold |
1,081
| – | – | 0.03% | 73 |
|
|
2021
Q1 | $66K | Hold |
1,081
| – | – | 0.03% | 70 |
|
|
2020
Q4 | $69K | Hold |
1,081
| – | – | 0.03% | 69 |
|
|
2020
Q3 | $58K | Hold |
1,081
| – | – | 0.03% | 71 |
|
|
2020
Q2 | $63K | Hold |
1,081
| – | – | 0.04% | 68 |
|
|
2020
Q1 | $53K | Hold |
1,081
| – | – | 0.03% | 69 |
|
|
2019
Q4 | $77K | Hold |
1,081
| – | – | 0.03% | 76 |
|
|
2019
Q3 | $68K | Hold |
1,081
| – | – | 0.03% | 75 |
|
|
2019
Q2 | $60K | Hold |
1,081
| – | – | 0.03% | 77 |
|
|
2019
Q1 | $61K | Hold |
1,081
| – | – | 0.03% | 77 |
|
|
2018
Q4 | $62K | Hold |
1,081
| – | – | 0.03% | 78 |
|
|
2018
Q3 | $68K | Hold |
1,081
| – | – | 0.03% | 77 |
|
|
2018
Q2 | $73K | Hold |
1,081
| – | – | 0.03% | 76 |
|
|
2018
Q1 | $67K | Hold |
1,081
| – | – | 0.03% | 76 |
|
|
2017
Q4 | $58K | Hold |
1,081
| – | – | 0.03% | 77 |
|
|
2017
Q3 | $562K | Sell |
1,081
-500
| -32% | -$27.7K | 0.24% | 50 |
|
|
2017
Q2 | $86K | Hold |
1,581
| – | – | 0.04% | 77 |
|
|
2017
Q1 | $81K | Hold |
1,581
| – | – | 0.04% | 72 |
|
|
2016
Q4 | $70K | Buy |
+1,581
| New | +$68.8K | 0.03% | 77 |
|
Other funds holding SIRI
VPM
VCM
KCMH
Wittenberg Investment Management's SIRI Position: Q1 2026 in Review
Wittenberg Investment Management increased its SiriusXM (SIRI) stake by 1.4% in Q1 2026, buying an estimated $324K and bringing the position to 1,107,416 shares worth $25.6M. The position accounts for 9.5% of the portfolio, ranked #3.
Wittenberg Investment Management first reported a position in SIRI in Q4 2016 and has held it in 35 quarters since. The position peaked at $30M in Q3 2024. 560 funds tracked by Wall St. Rank hold SIRI as of Q1 2026.
- Wittenberg Investment Management held 1,107,416 shares of SiriusXM worth $25.6M as of Q1 2026.
- Wittenberg Investment Management bought 15,085 SiriusXM shares in Q1 2026, an estimated $324K.
- SiriusXM made up 9.5% of Wittenberg Investment Management's portfolio in Q1 2026, its #3 holding.
- Wittenberg Investment Management first reported a position in SiriusXM in Q4 2016 and has held it in 35 quarters since.
- Wittenberg Investment Management's SiriusXM position peaked at $30M in Q3 2024.
- 560 funds tracked by Wall St. Rank held SiriusXM as of Q1 2026.
Based on Wittenberg Investment Management's 13F filing for Q1 2026, filed 14 May 2026.