Lumbard & Kellner’s Seagate STX Stock Holding History

Lumbard & Kellner’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	$203K	Buy	+210	New	+$160K	0.06%	107
2022 Q1	–	Sell	-210	Closed	-$23K	–	97
2021 Q4	$23K	Buy	+210	New	+$20.4K	0.01%	96

Other funds holding STX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lumbard & Kellner's STX Position: Q2 2026 in Review

Lumbard & Kellner opened a new position in Seagate (STX) in Q2 2026: 210 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #107 among its holdings. This is a return to the name: Lumbard & Kellner previously reported a position in STX as recently as Q4 2021.

Lumbard & Kellner first reported a position in STX in Q4 2021 and has held it in 2 quarters since. 1,958 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Lumbard & Kellner held 210 shares of Seagate worth $203K as of Q2 2026.
Seagate was a new Lumbard & Kellner position in Q2 2026.
Seagate made up 0.06% of Lumbard & Kellner's portfolio in Q2 2026, its #107 holding.
Lumbard & Kellner first reported a position in Seagate in Q4 2021 and has held it in 2 quarters since.
1,958 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.