Smith Salley Wealth Management
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Smith Salley Wealth Management’s Seagate STX Stock Holding History

Smith Salley 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
Q3 		$1.56M Buy
1,694
+28
+2% +$23.9K 0.06% 130
2026
Q2 		$1.61M Buy
+1,666
New +$1.27M 0.07% 131
2018
Q4 		– Sell
-33,100
Closed -$1.57M – 183
2018
Q3 		$1.57M Sell
33,100
-1,692
-5% -$90.4K 0.25% 85
2018
Q2 		$1.96M Sell
34,792
-32,331
-48% -$1.87M 0.34% 79
2018
Q1 		$3.93M Sell
67,123
-1,291
-2% -$68.7K 0.7% 54
2017
Q4 		$2.86M Buy
68,414
+221
+0.3% +$8.44K 0.51% 69
2017
Q3 		$2.26M Buy
68,193
+2,373
+4% +$80.6K 0.43% 76
2017
Q2 		$2.55M Buy
65,820
+430
+0.7% +$18.8K 0.51% 73
2017
Q1 		$3M Buy
65,390
+605
+0.9% +$26.9K 0.62% 60
2016
Q4 		$2.47M Sell
64,785
-39,276
-38% -$1.47M 0.51% 66
2016
Q3 		$4.01M Buy
104,061
+26,705
+35% +$867K 0.89% 44
2016
Q2 		$1.88M Buy
77,356
+31,276
+68% +$758K 0.44% 71
2016
Q1 		$1.59M Buy
46,080
+19,084
+71% +$615K 0.4% 75
2015
Q4 		$990K Sell
26,996
-21,099
-44% -$803K 0.25% 97
2015
Q3 		$2.15M Buy
48,095
+19,152
+66% +$927K 0.58% 55
2015
Q2 		$1.38M Buy
+28,943
New +$1.6M 0.35% 84

Other funds holding STX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Smith Salley Wealth Management's STX Position: Q3 2026 in Review

Smith Salley Wealth Management increased its Seagate (STX) stake by 1.7% in Q3 2026, buying an estimated $23.9K and bringing the position to 1,694 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #130.

Smith Salley Wealth Management first reported a position in STX in Q2 2015 and has held it in 16 quarters since. The position peaked at $4.01M in Q3 2016. 1,666 funds tracked by Wall St. Rank hold STX as of Q3 2026.

  • Smith Salley Wealth Management held 1,694 shares of Seagate worth $1.56M as of Q3 2026.
  • Smith Salley Wealth Management bought 28 Seagate shares in Q3 2026, an estimated $23.9K.
  • Seagate made up 0.06% of Smith Salley Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Smith Salley Wealth Management first reported a position in Seagate in Q2 2015 and has held it in 16 quarters since.
  • Smith Salley Wealth Management's Seagate position peaked at $4.01M in Q3 2016.
  • 1,666 funds tracked by Wall St. Rank held Seagate as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.