Carson Wealth (CWM LLC)
STX icon

Carson Wealth (CWM LLC)’s Seagate STX Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-270
Closed -$304K – 439
2013
Q4 		$304K Buy
+270
New +$13.4K 0.05% 151

Other funds holding STX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Seagate (STX) stake by 8.2% in Q1 2026, buying an estimated $370K and bringing the position to 12,794 shares worth $5.01M. The position accounts for 0.01% of the portfolio, ranked #811.

Carson Wealth (CWM LLC) first reported a position in STX in Q3 2013 and has held it in 50 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,794 shares of Seagate worth $5.01M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 969 Seagate shares in Q1 2026, an estimated $370K.
  • Seagate made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #811 holding.
  • Carson Wealth (CWM LLC) first reported a position in Seagate in Q3 2013 and has held it in 50 quarters since.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.