John Armitage’s Seagate STX Stock Holding History

John Armitage’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	–	Sell	-729,325	Closed	-$201M	–	29
2025 Q4	$201M	Sell	729,325 -863,658	-54%	-$224M	2.18%	19
2025 Q3	$376M	Sell	1,592,983 -458,451	-22%	-$78.2M	3.97%	12
2025 Q2	$296M	Buy	+2,051,434	New	+$212M	3.04%	18

Other funds holding STX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Armitage's STX Position: Q1 2026 in Review

John Armitage sold out of Seagate (STX) in Q1 2026, closing a stake of 729,325 shares — an estimated $201M sold.

John Armitage first reported a position in STX in Q2 2025 and held it in 3 quarters. The position peaked at $376M in Q3 2025. 1,464 funds tracked by Wall St. Rank hold STX as of Q1 2026.

John Armitage reported no remaining Seagate position as of Q1 2026 after selling out during the quarter.
John Armitage sold 729,325 Seagate shares in Q1 2026, an estimated $201M.
John Armitage first reported a position in Seagate in Q2 2025 and held it in 3 quarters.
John Armitage's Seagate position peaked at $376M in Q3 2025.
1,464 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Egerton Capital (UK)'s 13F filing for Q1 2026, filed 13 May 2026.