SFMG Wealth Advisors’s Seagate STX Stock Holding History

SFMG Wealth 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 Q1	$1.61M	Buy	4,097 +12	+0.3%	+$4.58K	0.11%	86
2025 Q4	$1.12M	Hold	4,085	–	–	0.08%	103
2025 Q3	$964K	Buy	4,085 +59	+1%	+$10.1K	0.07%	111
2025 Q2	$581K	Hold	4,026	–	–	0.04%	136
2025 Q1	$342K	Sell	4,026 -668	-14%	-$63.1K	0.03%	182
2024 Q4	$405K	Buy	4,694 +4	+0.1%	+$403	0.03%	173
2024 Q3	$514K	Buy	4,690 +4	+0.1%	+$409	0.04%	140
2024 Q2	$484K	Buy	4,686 +1	+0%	+$93	0.04%	143
2024 Q1	$436K	Buy	4,685 +6	+0.1%	+$528	0.04%	160
2023 Q4	$399K	Sell	4,679 -144	-3%	-$10.7K	0.04%	162
2023 Q3	$318K	Buy	4,823 +35	+0.7%	+$2.25K	0.03%	173
2023 Q2	$296K	Buy	4,788 +7	+0.1%	+$427	0.03%	179
2023 Q1	$316K	Buy	4,781 +8	+0.2%	+$509	0.03%	173
2022 Q4	$251K	Hold	4,773	–	–	0.03%	195
2022 Q3	$247K	Sell	4,773 -86	-2%	-$6.21K	0.03%	190
2022 Q2	$347K	Buy	4,859 +4	+0.1%	+$325	0.04%	164
2022 Q1	$436K	Sell	4,855 -792	-14%	-$81.1K	0.04%	156
2021 Q4	$638K	Buy	5,647 +309	+6%	+$30K	0.06%	131
2021 Q3	$440K	Hold	5,338	–	–	0.05%	158
2021 Q2	$469K	Buy	5,338 +10	+0.2%	+$901	0.05%	154
2021 Q1	$409K	Buy	5,328 +13	+0.2%	+$905	0.05%	160
2020 Q4	$330K	Buy	5,315 +15	+0.3%	+$843	0.04%	162
2020 Q3	$261K	Buy	5,300 +16	+0.3%	+$752	0.04%	147
2020 Q2	$256K	Buy	5,284 +14	+0.3%	+$703	0.04%	138
2020 Q1	$257K	Buy	5,270 +1,111	+27%	+$59.3K	0.04%	109
2019 Q4	$247K	Hold	4,159	–	–	0.03%	145
2019 Q3	$224K	Buy	+4,159	New	+$204K	0.03%	139
2019 Q2	–	Sell	-4,250	Closed	-$204K	–	163
2019 Q1	$204K	Buy	+4,250	New	+$189K	0.03%	140
2018 Q3	–	Sell	-4,260	Closed	-$241K	–	156
2018 Q2	$241K	Buy	4,260 +29	+0.7%	+$1.68K	0.04%	124
2018 Q1	$248K	Buy	+4,231	New	+$225K	0.04%	119
2017 Q3	–	Sell	-5,688	Closed	-$220K	–	133
2017 Q2	$220K	Sell	5,688 -10	-0.2%	-$436	0.05%	113
2017 Q1	$262K	Sell	5,698 -21	-0.4%	-$932	0.05%	101
2016 Q4	$218K	Buy	5,719 +22	+0.4%	+$821	0.05%	107
2016 Q3	$220K	Buy	+5,697	New	+$185K	0.05%	101
2015 Q2	–	Sell	-5,163	Closed	-$269K	–	163
2015 Q1	$269K	Buy	+5,163	New	+$307K	0.02%	141

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

SFMG Wealth Advisors's STX Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Seagate (STX) stake by 0.29% in Q1 2026, buying an estimated $4.58K and bringing the position to 4,097 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #86.

SFMG Wealth Advisors first reported a position in STX in Q1 2015 and has held it in 35 quarters since. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

SFMG Wealth Advisors held 4,097 shares of Seagate worth $1.61M as of Q1 2026.
SFMG Wealth Advisors bought 12 Seagate shares in Q1 2026, an estimated $4.58K.
Seagate made up 0.11% of SFMG Wealth Advisors's portfolio in Q1 2026, its #86 holding.
SFMG Wealth Advisors first reported a position in Seagate in Q1 2015 and has held it in 35 quarters since.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.