Blue Bell Private Wealth Management’s Seagate STX Stock Holding History

Blue Bell Private Wealth Management’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 Q1	$81.9K	Hold	209	–	–	0.01%	360
2025 Q4	$57.6K	Buy	209 +9	+5%	+$2.34K	0.01%	395
2025 Q3	$47.2K	Hold	200	–	–	0.01%	405
2025 Q2	$28.9K	Hold	200	–	–	﹤0.01%	441
2025 Q1	$17K	Hold	200	–	–	﹤0.01%	473
2024 Q4	$17.3K	Sell	200 -26	-12%	-$2.62K	﹤0.01%	456
2024 Q3	$24.8K	Buy	226 +26	+13%	+$2.66K	﹤0.01%	450
2024 Q2	$20.7K	Hold	200	–	–	﹤0.01%	458
2024 Q1	$18.6K	Hold	200	–	–	﹤0.01%	466
2023 Q4	$17.1K	Hold	200	–	–	﹤0.01%	445
2023 Q3	$13.2K	Hold	200	–	–	﹤0.01%	400
2023 Q2	$12.4K	Hold	200	–	–	﹤0.01%	392
2023 Q1	$13.2K	Hold	200	–	–	﹤0.01%	354
2022 Q4	$10.5K	Hold	200	–	–	﹤0.01%	373
2022 Q3	$11K	Hold	200	–	–	﹤0.01%	370
2022 Q2	$14K	Hold	200	–	–	﹤0.01%	353
2022 Q1	$18K	Hold	200	–	–	0.01%	340
2021 Q4	$23K	Buy	+200	New	+$19.4K	0.01%	291
2016 Q4	–	Sell	-890	Closed	-$35K	–	377
2016 Q3	$35K	Hold	890	–	–	0.02%	240
2016 Q2	$22K	Hold	890	–	–	0.01%	284
2016 Q1	$31K	Hold	890	–	–	0.02%	257
2015 Q4	$33K	Hold	890	–	–	0.02%	255
2015 Q3	$40K	Hold	890	–	–	0.03%	238
2015 Q2	$42K	Hold	890	–	–	0.03%	240
2015 Q1	$46K	Hold	890	–	–	0.03%	227
2014 Q4	$59K	Hold	890	–	–	0.03%	210
2014 Q3	$51K	Hold	890	–	–	0.03%	228
2014 Q2	$51K	Hold	890	–	–	0.03%	216
2014 Q1	$50K	Hold	890	–	–	0.03%	189
2013 Q4	$50K	Buy	+890	New	+$44K	0.04%	191

Other funds holding STX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Blue Bell Private Wealth Management's STX Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Seagate (STX) position steady in Q1 2026 at 209 shares worth $81.9K. The position accounts for 0.01% of the portfolio, ranked #360.

Blue Bell Private Wealth Management first reported a position in STX in Q4 2013 and has held it in 30 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

Blue Bell Private Wealth Management held 209 shares of Seagate worth $81.9K as of Q1 2026.
Blue Bell Private Wealth Management left its Seagate share count unchanged in Q1 2026.
Seagate made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #360 holding.
Blue Bell Private Wealth Management first reported a position in Seagate in Q4 2013 and has held it in 30 quarters since.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.