BFA
STX icon

Beaumont Financial Advisors’s Seagate STX Stock Holding History

Beaumont Financial Advisors’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$827K Buy
857
+37
+5% +$28.2K 0.05% 194
2026
Q1 		$321K Buy
820
+17
+2% +$6.49K 0.02% 283
2025
Q4 		$221K Buy
+803
New +$208K 0.01% 347

Other funds holding STX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaumont Financial Advisors's STX Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Seagate (STX) stake by 4.5% in Q2 2026, buying an estimated $28.2K and bringing the position to 857 shares worth $827K. The position accounts for 0.05% of the portfolio, ranked #194.

Beaumont Financial Advisors first reported a position in STX in Q4 2025 and has held it in 3 quarters since. 1,965 funds tracked by Wall St. Rank hold STX as of Q2 2026.

  • Beaumont Financial Advisors held 857 shares of Seagate worth $827K as of Q2 2026.
  • Beaumont Financial Advisors bought 37 Seagate shares in Q2 2026, an estimated $28.2K.
  • Seagate made up 0.05% of Beaumont Financial Advisors's portfolio in Q2 2026, its #194 holding.
  • Beaumont Financial Advisors first reported a position in Seagate in Q4 2025 and has held it in 3 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.